Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth. Through my EVOKE® Financial Life Planning process, I Empower People To Live Wealthy!
I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), The Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and Business Networking International (BNI).
With over a decade of experience, I've helped good people and families achieve what's most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Financial Planning Association, The Fee Only Network, PR Newswire and Ask.com.
I earned my Bachelor's of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I plan to continue my education by earning the Investments and Wealth Institute's Certified Private Wealth Advisor® advanced designation and The Kinder Institute of Life Planning's Registered Life Planner® designation.
In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.
XY Planning Network is the leading organization of fee only financial advisors, like me. XYPN believes that consumers are looking for more than investment advice, and are seeking full financial planning.
XYPN is for fee only Financial Planners, like Modern Wealth. Fee only means advisors do not accept commissions, referral fees, or kickbacks of any kind. XYPN and Modern Wealth believe these under-the-table payments introduce conflicts of interest between clients and advisors, when the two parties should be working together to reach the same goal: your financial well being.
XYPN also believes that consumer deserve a financial advisor that is fully committed to doing what is best for their clients. Modern Wealth has signed the Fiduciary Oath to always work in our clients best interest, and a signed copy is available on our Fiduciary page and Advisor Profile. You wouldn’t go to a doctor or attorney that wasn’t always working in your best interest, so why choose a financial advisor that isn’t working for you? You can rest assured Modern Wealth is working in your best interest, not just trying to sell you a product that earns them the largest commission.
eMoney Advisor helps bring our client conversations to life with interactive and collaborative experiences that promote engagement and utilization, and foster deeper understanding and stronger relationships.
As our client needs evolve, we can easily graduate them from a streamlined, goals-based approach to the industry's most sophisticated advanced planning solution—all from a single platform.
The eMoney Advisor experience includes:
Spending & Budgeting
Alerts & Tasks
Charles Schwab offers an open architecture of investment opportunities that provides my clients with the right choices to build a diversified portfolio and reach their goals.
Since 1973, Charles Schwab has strived to see the world through my clients' eyes. That means—through good times and bad—they are there for us. Schwab offers personalized guidance, award-winning service and expert perspectives that helps our clients achieve their goals.
XY Investment Solutions, a division of XY Planning Network (XYPN) provides turn-key investment management solutions designed to elevate the human financial advisor.
Through their partnerships, XYIS handles the task of researching, performing due diligence and constructing portfolio models to align with my clients’ goals and investment philosophies.
XYIS helps facilitate account processing, trading and rebalancing, billing and performance reporting, allowing me focus on serving my clients.
XY Tax Solutions, a division of XY Planning Network (XYPN), empowers me to strengthen client relationships through deep tax expertise.
Modern Wealth knows the ins and the outs of your financial landscape, your goals, your obstacles, and your opportunities. That's why when it comes to tax time, there is no one more ready to step in.
To that end, Modern Wealth works with a team of highly experienced CPAs to ensure your tax returns are prepared in your best interest, without error.