Alan Rhode
Hey there! I’m Alan Rhode, your friendly neighborhood fiduciary and the proud Founder and CEO of Modern Wealth. Modern Wealth is an independent fiduciary providing top-notch, fee-only financial planning, and business advisory services, especially for entrepreneurs and small business owners.
I firmly believe that to truly live your best life, we need to align the personal, financial, and business pillars. Once these are in sync, you’re all set to live a life filled with purpose, passion, and excitement.
How do we make this happen? By seamlessly integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a tailored process for every client, which I lovingly call EVOKE®.
With over a decade of experience under my belt and active memberships in several professional institutions like the CFP Board, The Investment and Wealth Institute, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve guided countless individuals, families, and businesses towards their financial goals.
My insights have even been recognized in prominent publications like The New York Times, MarketWatch, Markets Insider, ABC, NBC, and Fox Business.
I’m a proud Penn State University graduate with a Bachelor of Science degree in Finance, and I’ve completed my CFP® Pro education from the American College of Financial Services, the Certified Private Wealth Advisor® from Yale School of Management, the Certified Exit Planner® credential from the Exit Planning Institute, and the Registered Life Planner® designation from the Kinder Institute of Life Planning.
When I’m not busy helping people grow their wealth, become an entrepreneur, optimize, or even exit their business, you can find me auto-cross racing, cheering on Philadelphia sports, working out, relaxing on the beach, savoring a rare bourbon or a full-bodied Cabernet, or, most importantly, making precious memories with my family, friends and Goldendoodle Enzo, they’re my world.
Let's Chat
Join us for a complimentary 30-minute chat focused on your needs, goals, and vision. Enjoy a relaxed, no-pressure session to learn about our process and ask any questions. We’re here to listen, not to sell. Let’s discover what’s possible together!