Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
Partnering with Business Owners Grow Their Business and Fund Retirement
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Serving Clients Nationwide
Partnering with Business Owners Grow Their Business and Fund Retirement
Areas of Focus
- Exit Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
About Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
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.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Investments & Wealth Institute
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
730 Penllyn Blue Bell Pike, Blue Bell, PA 19422
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
In this 30-minute conversation, we aim to understand your needs, goals, expectations, and aspirations. Before our call, please complete our intake form. This allows us to maximize our time together and focus on you and your goals. We continue by giving you an overview of our onboarding process called EVOKE® and how it leads to your tailored Dynamic Plan™. Lastly, we welcome all your questions about our process, fees, and anything else you have in mind.Offers Investment Management
Yes
About Modern Wealth
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.
Education
Yale School of Management, Wealth Management Theory & Practice | Penn State University, Bachelor's Degree, Business Administration
Hobbies and Interests
- Animals
- Baseball
- Beach
- Cars
- Eating Out
- Exercising
- Family
- Football
- Softball
- Sports
- Television
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Individuals
- Living in Retirement
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