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Alan Rhode

Modern Wealth
Oreland PA, 19075
Modern Wealth
Oreland PA, 19075

Hi, I'm Alan Rhode, the Founder and CEO of Modern Wealth LLC.
Languages
English
English
Education
Penn State University
Bachelor's degree, Business Administration
The Kinder Institute of Life Planning
Registered Life Planner® Designation Education
The American College of Financial Services
CFP Board Registered Education Provider
Certifications
Certified Financial Planner® (CFP®)
Professional Associations
Modern Wealth
Professional Accomplishments
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 numerous news publications.
About Me

I’m the Founder and CEO of Modern Wealth, an independent Financial Life Planning and Investment management firm. Financial Life Planning helps you step into the person you are meant to be. Together, we'll discover your deepest and most profound goals, inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as you live your best life and step into the person you were meant to be!

Services Offered
Annual Retainer

Financial Life Planning is the process of melding money with meaning. It allows you to live richer, fuller life – personally, professionally, financially and spiritually. It’s the art or human side of traditional Financial Planning. It’s a holistic approach that leads with the person, not the money.

Assets Under Management

Financial Life Planning is the process of melding money with meaning. It allows you to live richer, fuller life – personally, professionally, financially and spiritually. It’s the art or human side of traditional Financial Planning. It’s a holistic approach that leads with the person, not the money.

Client Reviews

Advisor reviews are provided voluntarily by Finsie members who are clients of the advisor. Clients are not compensated for their reviews.

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