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About Alan

Meet Alan Rhode

Portrait of Alan Rhode, founder of Modern Wealth

Founder of Modern Wealth, an independent, fee-only fiduciary built for entrepreneurs and small business owners. I do this work because my family lived it.

CFP®CPWA®CVGA®CEPA®RLP®
US Top 100 Financial AdvisorPhiladelphia Five Star Wealth Manager
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The work

A fiduciary built for entrepreneurs

I help entrepreneurs and small business owners line up personal, financial, and business decisions so the company funds the life instead of consuming it. Owner compensation, entity structure, retirement plan design, tax coordination, business value, and the exit all sit on one page.

Financial planning, wealth management, value acceleration, exit planning, and life planning belong in a single plan. Splitting them across five people who never speak is how good businesses produce mediocre outcomes for the families behind them.

After more than a decade of doing this, I still measure the work the same way. Does the owner have more freedom this year than last year.

Partnership

My wife, Jamie

Jamie is my rock and my better half. She is the person I call first, on the best days and on the ones that test me.

She is in the industry too, as a Partner at Screendoor, a venture capital firm. Which means our dinner table runs on capital allocation, founder risk, and the long arc of building something worth owning. I get to think out loud with someone who is sharper than I am.

We make a beautiful team. We love each other, we motivate each other, and we grow together. She keeps me honest and reminds me what all of this is for. Whatever steadiness I bring to a client's worst week, I learned a good deal of it from her.

Every plan I build starts from the same belief I hold about our own. Money is a tool for building a life together, and the life is the point.

Alan and Jamie Rhode on their wedding day in Philadelphia
Jamie and me, the day we said yes
Home

Joey, and Enzo

Our daughter, Joey, rearranged everything, in the way only a kid can. She is the reason I understand what clients mean when they say they want to be present, not just successful.

Enzo, our goldendoodle, holds the role of shadow, greeter, and full time member of the household. The two of them are usually somewhere in the grass together, which is exactly where they should be.

My family taught me why owners work so hard. My daughter taught me why they should stop working quite so late.

Joey Rhode sitting in the grass beside Enzo, the family goldendoodle
Joey and Enzo, holding down the yard
Origin

Why I work with business owners

My father was a dentist. He ran a solo practice, and that practice carried our family. Everything we had ran through it.

Then he was diagnosed with stage 4 pancreatic cancer. In the middle of the hardest stretch of our lives, someone had to keep the practice open. I stepped in. I worked alongside my family to keep the doors unlocked, the staff paid, and the patients cared for, while we cared for him.

When the time came, I led the sale of the practice. The exit closed, and my mother was going to be okay. Nothing I have done in this profession has mattered more to me than that.

I miss my dad. I love him, and I bring him into every meeting I take. I love my mother, and making sure she was secure was never a task on a list. It was the entire point.

Together they raised me to be loving, caring, empathetic, loyal, ethical, and motivated. Everything I understand about standing by a family under pressure, I learned from the two of them.

I have sat on your side of the table, when the business, the family, and the future all depended on decisions made at the worst possible moment. Owners deserve a plan built long before that day arrives.

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Alan Rhode with his mother and father on his wedding day
With my mom and dad, on my wedding day
Family

The people who shaped me

My sister, Masha, is a dentist, just like our father. Watching her carry his craft forward is one of the quiet joys of my life. Her husband, my brother-in-law Michael, is a serial tech entrepreneur, and he has built and rebuilt enough companies to keep every dinner conversation interesting.

Then there are my nephews, Tal, Elan, and Daniel. I love them fiercely, and I am proud of the young men they are becoming. Watching them grow is the best long term investment in the family.

A dentist, an entrepreneur, three boys, and a financial planner. Every family gathering doubles as a case study in what happens when the business and the personal are the same thing. They usually are.

Alan Rhode with his full family at his wedding
All of us, together
Loyalty

Friends who go back decades

Some of these people I have known since we were kids. Decades later, we still show up for each other. Weddings, births, hard news, ordinary Tuesdays. The group never thinned out, it just grew.

I mention it because loyalty is not a marketing word for me. It is how I was raised, and it is how I run a practice. The clients I take on are people I intend to still be working with in twenty years, at a firm that still knows their kids' names.

Alan Rhode with lifelong friends on Broad Street in Philadelphia, City Hall behind them
Broad Street, Philadelphia
Off the clock

SCCA, cones, and a Miata

I am a member of the Sports Car Club of America. My Mazda MX-5 Miata is my weekend car and my autocross competition car, and I run it in A Street Touring. It spends Saturdays getting driven the way it was built to be driven.

Autocross is a strange and useful teacher. The course changes every event. Raw power is not what wins. What wins is looking far enough ahead, staying smooth with your inputs, and running the same clean line again and again while everyone else chases the hero lap.

That is the whole philosophy, in about sixty seconds of runtime. Planning works the same way.

Car
Mazda MX-5 Miata
Club
SCCA member
Class
A Street Touring (AST)
Discipline
Autocross
Alan Rhode wearing a racing helmet before an autocross run
Helmet on, grid is up
Background

The professional record

Where I trained, what I earned, the organizations I hold myself to, and where my commentary shows up. Five designations, each taken for a specific reason, together covering the full life of an owner's balance sheet.

Alan RhodeFounder and CEO, Modern Wealth  |  Blue Bell, Pennsylvania
01Education
Penn State UniversityBachelor of Science, Finance

A deliberately broad foundation in finance: investment management, taxation, risk, banking, estate planning, and accounting, the disciplines that shape a business owner's balance sheet. It was also where I earned my first internship, at Merrill Lynch Wealth Management.

02Designations
CFP® ProCertified Financial Planner
CPWA®Certified Private Wealth Advisor
CVGA®Certified Value Growth Advisor
CEPA®Certified Exit Planning Advisor
RLP®Registered Life Planner
03Membership
FPAFinancial Planning Association
NAPFANational Association of Personal Financial Advisors
Fee-Only NetworkMember firm
XY Planning NetworkMember firm
04Recognition
US Top 100Financial Advisor
Five StarPhiladelphia Wealth Manager
05Press
Yahoo Finance
Morningstar
ETF.com
The New York Times
MarketWatch
Philadelphia Magazine
Bloomberg Businessweek
Markets Insider
ABC
NBC
Fox Business
Next step

Let's chat.

A 30 minute Exploration Call, no cost and no obligation. Tell me about your business, your family, and what you want the next ten years to look like.

Schedule an Exploration Call