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ALAN RHODE
Hey there! I’m Alan Rhode, your friendly neighborhood fiduciary and Modern Wealth's proud Founder and CEO.
At Modern Wealth, we believe in challenging the status quo of traditional financial planning, advising differently, and designing our client's best life.
We do this by integrating Financial Planning, Value Acceleration Methodology™, and Life Planning into a seamless process called EVOKE®.
Modern Wealth is an independent fiduciary that provides fee-only Financial Planning and Business Advisory tailored to Entrepreneurs and Small Business Owners.
With over a decade of experience and active memberships in several professional institutions, such as 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 towards their financial goals. My insights have been recognized in prominent publications 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 completed my CFP® Pro education from the American College of Financial Services, the Certified Private Wealth Advisor® from Yale School of Management, the Certified Exit Planner® credential from the Exit Planning Institute, and the Registered Life Planner® designation from the Kinder Institute of Life Planning.
When I’m not busy helping people grow their wealth, become entrepreneurs, optimize, or even exit their businesses, you can find me auto-cross racing, cheering on Philadelphia sports, working out, relaxing on the beach, savoring a rare bourbon or a full-bodied Cabernet, or, most importantly, making precious memories with my family, friends, and Goldendoodle Enzo. They’re my world.
Hey there! I’m Alan Rhode, your friendly neighborhood fiduciary and Modern Wealth's proud Founder and CEO.
At Modern Wealth, we believe in challenging the status quo of traditional financial planning, advising differently, and designing our client's best life.
We do this by integrating Financial Planning, Value Acceleration Methodology™, and Life Planning into a seamless process called EVOKE®.
Modern Wealth is an independent fiduciary that provides fee-only Financial Planning and Business Advisory tailored to Entrepreneurs and Small Business Owners.
With over a decade of experience and active memberships in several professional institutions, such as 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 towards their financial goals. My insights have been recognized in prominent publications 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 completed my CFP® Pro education from the American College of Financial Services, the Certified Private Wealth Advisor® from Yale School of Management, the Certified Exit Planner® credential from the Exit Planning Institute, and the Registered Life Planner® designation from the Kinder Institute of Life Planning.
When I’m not busy helping people grow their wealth, become entrepreneurs, optimize, or even exit their businesses, you can find me auto-cross racing, cheering on Philadelphia sports, working out, relaxing on the beach, savoring a rare bourbon or a full-bodied Cabernet, or, most importantly, making precious memories with my family, friends, and Goldendoodle Enzo. They’re my world.
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- Website:
https://www.modernwealthllc.com - Phone: 8886923897
- Email:
alan@modernwealthllc.com - City: Oreland
- State: Pennsylvania
- Postal Code: 19075
- Country: United States
- Designations: CEPA
ALAN RHODE
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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EPI Chapter President Circle Meeting Notes
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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