Alan Rhode, CFP®, RLP® Modern Wealth LLC

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About Alan Rhode, CFP®, RLP®

I’m Alan Rhode, the Founder and CEO of Modern Wealth. Through my EVOKE® Financial Life Planning process, I Empower Gen X Entrepreneurs and Executives to Live Wealthy!

Traditional Financial Planning is outdated. That’s because the majority of Financial Advisors out there are more comfortable pushing proprietary investments and insurance, pitching products, and have little exposure to the human side of money.

That’s not Modern Wealth. Modern Wealth is the concept of melding money with meaning. When done correctly, it allows you to live a richer, fuller life. It’s a holistic approach that leads with you as a person, while using money as a tool to help you accomplish great things.

I’m living proof that EVOKE® works. I followed my EVOKE® and started Modern Wealth because of what I felt was wrong with the financial services industry. I believe that a Financial Advisor should serve as a real fiduciary through the fee only method of compensation. It’s the most transparent and objective model because there are no product commissions, there are no kickbacks and there aren’t any referral fees. I also believe that life is too fragile and short, so you better spend it with the people you love and doing the things that you love.

The truth is, no one can be told what “modern wealth” is. You need to experience it for yourself. But, EVOKE® gets you close. To one person it may be raising a family and to the other is might be starting a small business and catching a unicorn. But this is how!

I have over a decade of experience, helping 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 Financial Planning Association, The Fee Only Network, 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 have also earned The Kinder Institute of Life Planning’s Registered Life Planner® designation. I’m currently enrolled at Yale School of Management’s Wealth Management Theory and Practice program to earn the Certified Private Wealth Advisor® advanced designation.

In my free time, I enjoy autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, a good bourbon or tequila, and spending time with my family and friends. They are everything to me.

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Recently Published

The Fed Increases Velocity

June 16, 2022

The Federal Reserve raised the key short-term interest rate by 75 basis points in response to the release of the May headline CPI number, which increased to 8.6%. This marked the first 75 basis point increase in the Fed funds rate since 1994. That wasn’t the most unusual thing about the announcement. All year, Fed […]

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A Social Security Primer

June 12, 2022

When to claim social security benefits is one of the biggest questions when thinking about retiring. Your retirement income will likely come from various sources, and each will fit into your financial plan in different ways. Still, for most people, social security represents a risk-free source of retirement income. How do you maximize that income? […]

The post A Social Security Primer appeared first on Modern Wealth.

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Deferred Sales Trusts

June 9, 2022

If given the choice, would you rather pay capital gains taxes on a large transaction all at once, or put it on layaway and make tax payments over time? If there’s no interest accruing while the tax payments are being delayed and you can invest that money, it would make sense to delay paying taxes […]

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Ideal Clients

  • Business Executives
  • Business Owners
  • Entrepreneurs
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Monthly Fee: $250/mo
  • Quarterly Fee: $750/qtr
  • Flat Fee: $1,200/engagement
  • Assets Under Management: 1.00%

SEC Records:

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