Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
Fiduciary | Fee-Only | Independent
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Modern Wealth
Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
Oreland, PA
Serving Clients Nationwide
Fiduciary | Fee-Only | Independent
Areas of Focus
- Exit Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
About Me
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.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- 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
51 Hawkswell Circle Oreland, PA 19075
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
In this approximately 30-minute complimentary conversation, you can expect a pressure-free environment. Our goal is not to sell you a service but rather to understand your needs, goals, and expectations. We welcome all your questions – whether about our fees, our process, or anything else you have in mind. We'll give you a brief, clear overview of our approach and proven methodologies, which integrates Financial Planning, Wealth Management, Life Planning, and Behavioral Finance into a tailored process for each client called EVOKE. If it feels like we're a good fit, we'll move on to the Vision stage, where we dig deeper into your financial plan. If it doesn’t, we're happy to recommend an alternative that might better suit your needs. Either way, as an independent fiduciary, you can be sure we have your best interests at heart. This introductory call is more than a meet-and-greet. It's the first step towards restructuring your financial priorities and paving the way to your financial freedom.Offers Investment Management
Yes
About our Firm
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.
Education
Yale School of Management, 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
View DisclosureWho We Serve
- Business Owners
- Entrepreneurs
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Find Highly Rated Small Business Financial Advisors and Learn How They Help
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor in Philadelphia, Pennsylvania?
Get to Know Certified Exit Planning Advisors and Find a CEPA
Looking for a Flat Fee Financial Advisor?
Should You Buy Bitcoin in Your 401(k) Plan? These Experts Have Mixed Opinions
Looking for a Subscription-Based Financial Advisor?
What is a Certified Private Wealth Advisor (CPWA)?
What is a Registered Life Planner (RLP)?
The Wealthtender Guide to
Financial Advisors Who Charge an Asset-Based Fee
The Wealthtender Guide to
Virtual Financial Advisors
Leave a Reply