Alan Rhode

About

Hi! I’m Alan Rhode, CFP®, CPWA®, CEPA®, RLP®, the Founder and CEO of Modern. Wealth. Modern Wealth is an independent fiduciary providing fee-only financial planning and business advisory services for business owners looking to exit within 10 years. I believe that for our clients to live their best lives, we must align the Personal, Financial, and Business aspects of their lives. Once aligned, our clients can live a complete life full of purpose, passion, and excitement. We do this by seamlessly integrating Financial Planning, Wealth Management, Value Acceleration, Exit Planning, and Life Planning into a tailored process for every client called EVOKE®. I've accumulated over a decade of expertise as an active member of several professional institutions like 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 to their financial goals during my time at pre

Investment Focus

Location

Oreland, US