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Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

EVOKE® Financial Planning and Business Advisory

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Contact Me
Modern Wealth Alan Rhode, CFP®, CPWA®, CEPA®, RLP®
Oreland, PA

Serving Clients Nationwide

EVOKE® Financial Planning and Business Advisory

(888) 692-3897

Website

Areas of Focus

  • Exit Planning
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning

About Me

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.

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

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
  • 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

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®.

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

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Who 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.

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