Alan Rhode (CFP®)

Alan Rhode focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

In Financial Life Planning we discover your deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then we inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as you accomplish your objectives. ?EVOKE® Financial Life Planning is what real Financial Planning should be. In my mind, without going through the EVOKE® process, you can't be a real fiduciary. Financial Life Planning utilizing EVOKE® is Financial Planning done right.

Additional Information

Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth LLC, the publisher of Live Wealthy Blog and Founder of the Live Wealthy Society. I'm an active and proud Member of the CFP Board, Penn State Alumni Association, XY Planning Network (XYPN), National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, 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 Fee Only Network, PR Newswire and Ask.com. I earned my Bachelor's of Science degree in Finance from Penn State University and satisfied my CFP education requirement through the American College of Financial Services. I plan to continue my education by earning the Investments and Wealth Institute's Certified Private Wealth Advisor® advanced designation and The Kinder Institute of Life Planning's Registered Life Planner® designation. In my free time, I enjoy amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.

NAPFA Start Date

April 17, 2019

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This Office

3509 Reading Way Huntingdon Valley, PA 19006-7723 Phone: (888) 692-3897