Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

Founder and CEO | Private Wealth Advisor

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 Gen X Entrepreneurs and Small Business Owners.

Modern Wealth is all about fusing your finances with your life’s purpose. We prioritize you as an individual, using wealth as a stepping stone toward achieving your grandest dreams. I’m a testament to the effectiveness of our EVOKE® method, as it was the catalyst that helped me start Modern Wealth. Financial advisors should work for their client’s best interests, not commissions or kickbacks. Life is fleeting, so let’s help you spend it on the people and passions you love.

Understanding “modern wealth” is an experiential journey, and our EVOKE® Financial Life Planning and Wealth Management system can guide you there.

I've accumulated over a decade of expertise as an active member of several professional institutions like the CFP Board, The Investment and Wealth Institute, the Penn State Alumni Association, and more. I’ve guided countless individuals and families to their financial goals during my time at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. My insights have been shared and recognized in prominent publications and platforms like The New York Times, MarketWatch, and Fox News.

I’m a proud Penn State University graduate with a Bachelor of Science degree in Finance. I’ve also completed my CFP education from the American College of Financial Services and other reputable qualifications like the Certified Private Wealth Advisor® through Yale University, the Certified Exit Planning Advisor designation through the Exit Planning Institute, and the Registered Life Planner designation through the Kinder Institute of Life Planning. 

When I’m not helping people optimize their wealth, you can find me autocross racing, enjoying Philadelphia sports, working out, basking at the beach, savoring a rare bourbon or a full-bodied Cabernet, or most importantly, cherishing moments with my loved ones—they’re my world.

This is Enzo, Modern Wealth’s proud mascot! Enzo is a 2-year-old Goldendoodle and occasionally makes an appearance in our meetings. When Enzo is not doing Financial Planning, you can find him on the couch on top of many pillows, eating rotisserie chicken, or doing his morning yoga routine. Enzo also enjoys turning strangers into best friends within 10 seconds of meeting them, inhaling a Starbucks Puppuccino, and playing with his many toys. As you can tell, Enzo is very spoiled but the best friend you could ever ask for. He is loved very much by his family and many friends and shows, if possible, more love back.