Alan Rhode, CFP<sup>&reg;</sup> - Financial Advisor

Alan Rhode, CFP®

CPWA®, CEPA®

Founder & CEO | Private Wealth Advisor

Modern Wealth

51 Hawkswell Circle
Oreland, PA 19075
FINANCIAL ADVISOR'S WEBSITE
(888) 692-3897 CONNECT WITH Alan
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General

Alan Rhode is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Wealth in Oreland, PA and the surrounding communities.

Financial Advisor Overview

At Modern Wealth, we believe in challenging the status quo of traditional financial planning, advising differently, and designing our client's best life. We do this by integrating Financial Planning, Value Acceleration Methodology™, and Life Planning into a seamless process called EVOKE®. Modern Wealth is an independent fiduciary that provides fee-only Financial Planning and Business Advisory tailored to Entrepreneurs and Small Business Owners.

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Financial Advisor Experience

Hey there! I’m Alan Rhode, your friendly neighborhood fiduciary and Modern Wealth's proud Founder and CEO. At Modern Wealth, we believe in challenging the status quo of traditional financial planning, advising differently, and designing our client's best life. We do this by integrating Financial Planning, Value Acceleration Methodology™, and Life Planning into a seamless process called EVOKE®. Modern Wealth is an independent fiduciary that provides fee-only Financial Planning and Business Advisory tailored to Entrepreneurs and Small Business Owners. With over a decade of experience and active memberships in several professional institutions, such as 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 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. 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 entrepreneurs, optimize, or even exit their businesses, 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA®, RLP®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning

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