Alan Rhode
Hi, I’m Alan Rhode, Founder and CEO of Modern Wealth, an independent, fee-only fiduciary specializing in financial planning and business advisory services. I focus on helping entrepreneurs and small business owners align their personal, financial, and business goals to create a life filled with purpose, passion, and success.
I’m able achieve this by integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a personalized strategy that is tailored to every client.
With over a decade of experience and active memberships in the CFP Board, The Investment and Wealth Institute, The Value Growth, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve helped individuals, families, and businesses navigate their financial journeys with confidence.
I’m honored to be recognized as a Top 100 Financial Advisor in 2024, with my insights featured in Yahoo Finance, Morningstar, ETF.com, The New York Times, MarketWatch, Markets Insider, ABC, NBC, and Fox Business. As a Penn State University graduate with a Bachelor of Science in Finance, I’ve also earned top industry credentials, including CFP® Pro, Certified Private Wealth Advisor® from Yale School of Management, Certified Value Growth Advisor® from the Value Growth Community, Certified Exit Planner® from the Exit Planning Institute, and Registered Life Planner® from the Kinder Institute of Life Planning.
Beyond helping people grow their wealth, grow their businesses, optimize financial plans, or plan their exits, I love embracing life’s adventures. You’ll often find me auto-cross racing, cheering for Philly sports, working out, or relaxing on the beach. I also enjoy sipping a rare bourbon or full-bodied Cabernet and, most importantly, making memories with my family and friends—they’re my world.
I live in Blue Bell, PA, with my wife Jamie and our Goldendoodle, Enzo. Whether you’re looking to build, grow, or transition your wealth, I’m here to help you create a plan that aligns with your goals and the life you want to live.
Let's Chat
Join us for a complimentary 30-minute chat focused on your needs, goals, and vision. Enjoy a relaxed, no-pressure session to learn about our process and ask any questions. We’re here to listen, not to sell. Let’s discover what’s possible together!