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

Alan Rhode, CFP®

CPWA®, CEPA®

US Top 100 Financial Advisor | Founder & CEO | Private Wealth Advisor

Modern Wealth

730 PENLLYN BLUE BELL PIKE
Blue Bell, PA 19422-1651
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 Blue Bell, PA and the surrounding communities.

Financial Advisor Overview

Not All Financial Advisors Are True Fiduciaries – Here’s What Sets Us Apart When it comes to your wealth, you deserve advice that’s 100% in your best interest—no hidden agendas, no commissions, no conflicts. At Modern Wealth, we check all the boxes: Fiduciary – Always. Many advisors claim to be fiduciaries, but if they’re tied to a brokerage or insurance firm, can they really put you first? We’re fiduciary 100% of the time—not just when it’s convenient. Fee-Only Transparency. We never earn commissions from product sales. No hidden fees. No conflicts. Just clear, objective advice tailored to you. Our compensation comes directly from you—so our only loyalty is to your success. Independent & Unbiased. We don’t answer to big banks, insurance companies, or Wall Street firms. We work for you and with you to build a strategy aligned with your life, values, and goals. If your advisor won’t sign a fiduciary oath, ask yourself why. At Modern Wealth, we sign it without hesitation—because that’s how it should be.

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Financial Advisor Experience

Hi, I’m Alan Rhode, Founder and CEO of Modern Wealth, an independent, fee-only fiduciary specializing in financial planning and business advisory services. I focus on helping entrepreneurs and small business owners align their personal, financial, and business goals to create a life filled with purpose, passion, and success. I’m able to achieve this by integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a personalized strategy that is tailored to every client. With over a decade of experience and active memberships in the CFP Board, The Investment and Wealth Institute, The Value Growth Company, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve helped individuals, families, and businesses navigate their financial journeys with confidence. I’m honored to be recognized as a Top 100 Financial Advisor, with my insights featured in Yahoo Finance, Morningstar, ETF.com, The New York Times, MarketWatch, Markets Insider, ABC, NBC, and Fox Business. As a Penn State University graduate with a Bachelor of Science in Finance, I’ve also earned top industry credentials, including CFP® Pro, Certified Private Wealth Advisor® from Yale School of Management, Certified Value Growth Advisor® from the Value Growth Community, Certified Exit Planner® from the Exit Planning Institute, and Registered Life Planner® from the Kinder Institute of Life Planning. Beyond helping people grow their wealth, grow their businesses, optimize financial plans, or plan their exits, I love embracing life’s adventures. You’ll often find me auto-cross racing, cheering for Philly sports, working out, or relaxing on the beach. I also enjoy sipping a rare bourbon or full-bodied Cabernet and, most importantly, making memories with my family and friends—they’re my world. I live in Blue Bell, PA, with my wife Jamie, and our Goldendoodle, Enzo. Whether you’re looking to build, grow, or transition your wealth, I’m here to help you create a plan that aligns with your goals and the life you want to live.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CEPA®, RLP®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources