Alan Rhode, CFP®, RLP®
Hi, I’m Alan Rhode, the Founder and CEO of Modern Wealth and Host of the Inspired Wealth podcast. Through my EVOKE® Financial Life Planning process, I Empower People To Live Wealthy!
I’m an active and proud Member of the CFP Board, The Investment and Wealth Institute, Penn State Alumni Association, XY Planning Network (XYPN), The Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, the Kinder Institute of Life Planning, 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 have also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. I’m currently enrolled at Yale School of Management’s Wealth Management Theory and Practice program to earn the Certified Private Wealth Advisor® advanced 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 – Fiduciary Partner
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.
eMONEY ADVISOR – Technology Partner
eMoney Advisorhelps 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.
CHARLES SCHWAB – Custodial Partner
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.
ORION PORTFOLIO SOLUTIONS – Investment Partner
Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on support. Orion also communicates in a way that our clients can easily understand, and identifies the key data needed to make smart investment decisions, with attractive and easy-to-understand portfolio trading reporting.
XY TAX SOLUTIONS – Tax Partner
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.
LLIS – Insurance Partner
As an extension of my firm Modern Wealth, Low Load Insurance Solutions works with us and my clients to find the right solutions for:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Life Settlements
- Business Insurance Solutions
HELIOS – Estate Planning Partner
HIP was founded in 2019 offering technology and a team of estate planners that exist to serve and equip the trusted financial advisor in solving their client’s estate planning needs and solve the issues in the current client experience of estate planning that too often leads to client procrastination.