Meet the Team

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

Founder and CEO | Private Wealth Advisor

(888) 692-3897

Hi! I’m Alan Rhode, the Founder and CEO of Modern Wealth. Through our EVOKE® Financial Life Planning and Wealth Management process, I inspire wealth within Entrepreneurs and Small Business Owners.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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