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Alan Rhode (CEPA, CFP®, CPWA®, RLP)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Modern Wealth is an independent fiduciary providing fee-only financial planning and business advisory services for business owners looking to exit within 10 years.

We 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®.

Additional Information

Hi! I’m Alan Rhode, CFP®, CPWA®, CEPA®, RLP®, the Founder and CEO of Modern. Wealth.

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 prestigious firms such as Merrill Lynch, Morgan Stanley, and United Capital. My thoughts and insights have been shared and recognized in prominent publications and platforms 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 also completed my CFP education from the American College of Financial Services, the Certified Private Wealth Advisor® from Yale School of Management, the CEPA® credential from the Exit Planning Institute, and the Registered Life Planner designation from the Kinder Institute of Life Planning.

When I’m not helping people optimize their wealth or exit their business, you can find me auto-cross racing, enjoying Philadelphia sports, working out, relaxing on the beach, savoring a rare bourbon or a full-bodied Cabernet, or, most importantly, cherishing moments with my family and friends—they’re my world.

NAPFA Start Date

April 17, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

51 Hawkswell Circle Oreland, PA 19075 Phone: (888) 692-3897
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