Alan Rhode

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

CFP®, CPWA®, CVGA®, CEPA®, RLP®

My Approach

I'm Alan Rhode, a financial advisor in Blue Bell, Pennsylvania, working with business owners to turn the value locked in the company into money you can use and a life you actually want. No products, no commissions, no Wall Street. Just someone on your side of the table.

The Clients I Serve

Business Owners

Build your business to be sellable, even if you never sell. A transferable, owner-independent company is worth more and gives you options.

Pre-Retiree

Build your retirement paycheck before you need it. Map cash flow, taxes, and Social Security timing now so the transition is smooth.

Retirees or Seniors

Plan withdrawals with taxes in mind. Pulling from the right accounts in the right order can stretch your savings and lower your tax bill.

Major Milestones I Specialize In

Retirement Planning

Start with what you want retirement to look like. A clear vision turns a vague savings target into a plan you can actually follow.

Starting a Business

Separate business and personal finances from day one. Clean books, the right entity, and a cash reserve protect you and your future value.

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

The EVOKE® Process A comprehensive, five-step onboarding process tailored for entrepreneurs and business owners, designed to uncover your goals, values, and vision so I can build your financial plan with purpose. To learn more please, please visit: https://www.modernwealthllc.com/process/

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.