Alan Rhode, CFP®®


Founder and CEO
Modern Wealth LLC
3509 Reading Way
Huntingdon Valley, PA 19006
United States
Phone: 8886923897
Email: alan@modernwealthllc.com
Website: https://www.modernwealthllc.com
Training: Advanced more info

Specialties
Financial Life Planning and Investment Management with a specialization in Behavioral Finance and Socially Responsible Investing

About My Practice
https://www.linkedin.com/in/alanrhode/

About Alan Rhode
https://www.linkedin.com/in/alanrhode/

Ideal Clients
Our ideal client is 30-60 years old that can answer the Three Questions

Compensation
Fee-Only in the form of Annual Retainer or Assets Under Management

Industry Start Date
2009