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Alan Rhode, CFP®, CPWA®, RLP®

Financial Planning and Wealth Management for GenX Entrepreneurs & Executives

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Modern Wealth Alan Rhode, CFP®, CPWA®, RLP®
Oreland, Pennsylvania

Serving Clients Nationwide

Financial Planning and Wealth Management for GenX Entrepreneurs & Executives

(888) 692-3897

Website

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Owning a Business

About Me

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 aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

Traditional Financial Planning is outdated. That’s because the majority of Financial Advisors out there are more comfortable pushing proprietary investments and insurance, pitching products, and have little exposure to the human side of money.

That’s not Modern Wealth or my vision. Modern Wealth is the concept of melding money with meaning. When done correctly, it allows you to live a richer, fuller life. It’s a holistic approach that leads with you as a person while using money as a tool to help you accomplish great things.

I’m living proof that EVOKE® works. I followed my EVOKE® and started Modern Wealth because of what I felt was wrong with the financial services industry. I believe that a Financial Advisor should serve as a real fiduciary through the fee-only method of compensation. It’s the most transparent and objective model because there are no product commissions, there are no kickbacks and there aren’t any referral fees. I also believe that life is too fragile and short, so you better spend it with the people you love and do the things that you love.

The truth is, no one can be told what “modern wealth” is. You need to experience it for yourself. But, EVOKE® Financial Life Planning and Wealth Management gets you close. To one person it may be raising a family and to the other is might be starting a small business and catching a unicorn. But this is how!

I’m an active and proud member of the CFP Board, The Investment and Wealth Institute, Penn State Alumni Association, XY Planning Network (XYPN), the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network, the Kinder Institute of Life Planning, Wealthtender, and Business Networking International (BNI).

With over a decade of experience, I’ve helped good people and families achieve what’s most important to them at prestigious firms such as Merrill Lynch, Morgan Stanley, and Goldman Sachs. I have also been featured and quoted in publications such as The Philadelphia Inquirer, The New York Times, MarketWatch, ABC, NBC, Fox News, Markets Insider, XY Planning Network, The Financial Planning Association, The Fee-Only Network, Wealthtender, PR Newswire, and Ask.com.

I earned my Bachelor of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. Lastly, I have completed the Yale School of Management’s Wealth Management Theory and Practice program and Investment & Wealth Institute's examination to earn the Certified Private Wealth Advisor® advanced designation.

In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, a good bourbon, some nice wine, and spending time with my family and friends. They are everything to me.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Private Wealth Advisor (CPWA)
  • Registered Life Planner (RLP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

51 Hawkswell Circle Oreland, PA 19075

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Pro Bono

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. The Intro Call is the start of our EVOKE® Financial Life Planning & Wealth Management process, but most importantly, a chance to get to know each other. At the end of this meeting, we’ll either decide to schedule our Exploration meeting or we’ll recommend another planner that may be a better fit for you. There is no commitment other than the time at this point.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Modern Wealth is an independent, fee-only, and fiduciary Financial Planning and Wealth Management firm virtually serving GenX Entrepreneurs, Small Business Owners, HENRYs, and Executives all over the United States.

Through our unique EVOKE® Financial Life Planning process and Wealth Management expertise, we inspire wealth within aspiring Entrepreneurs, current Small Business Owners, HENRYs (High Earners Not Rich Yet), and current Executives.

We do this by providing a virtual Family Office model of Financial Planning and Wealth Management, typically only available to the uber wealthy, to our clients all over the United States.

Education

Yale School of Management, CPWA®, Wealth Management Theory & Practice | Penn State University, Bachelor's Degree, Business Administration

Badges

Hobbies and Interests

  • Animals
  • Beach
  • Cars
  • Eating Out
  • Exercising
  • Family
  • Softball
  • Sports
  • Wine
  • Working Out

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5637499

Who We Serve

  • Business Owners
  • Corporate Executives
  • Gen X

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

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