Modern Wealth LLC
51 Hawkswell Circle
Oreland, PA 19075
Phone: (888) 692-3897
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
Traditional Financial Planning is outdated.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!
About Alan Rhode
Hi! 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! 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 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, PR Newswire 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 amateur autocross racing, Philadelphia sports, softball, racquetball, working out, the beach, and spending time with my family and friends. They are everything to me.
Gen X Small Business Owners, Entrepreneurs and Executives
CERTIFIED FINANCIAL PLANNER™ Registered Life Planner® Series 65
The way in which your financial planner is compensated can make all the difference in the recommendations they make for you. My position is that the Fee Only method of compensation is the most transparent and objective method available. This model minimizes conflicts and ensures that I act as my client’s fiduciary. Fee Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets.
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