HUNTINGDON VALLEY, Pa., April 11, 2019 /PRNewswire/ -- Modern Wealth LLC, a financial planning firm serving Generation X, Millennial and Baby Boomer clientele, with a specialization in helping dentists and women, was recently accepted as a member of XY Planning Network (XYPN). As a member of XYPN and the founder of Modern Wealth LLC, Alan Rhode, CFP® was required to sign a fiduciary oath vowing to serve the best interests of clients, among other membership standards.
"Today, people want much more than a broker providing stock tips and a 100-page financial plan. And everyone needs help, not just people that meet the firm minimums. Life is faster, more complicated, and digital. But that doesn't mean we should lose that personal touch and those relationships. They should be enhanced. And with us, they are. We have merged financial planning, technology and behavioral finance. We're always with our clients, whether it's a simple phone call, text, online, or any mobile device. We help our clients to Live Wealthy," said Alan Rhode, CFP®.
Alan Rhode, CFP® has been serving clients since 2009 at prestigious firms such as Merrill Lynch, Morgan Stanley and United Capital Financial Advisers. Alan earned his Bachelors in Business Administration from Penn State University in 2009 and his CERTIFIED FINANCIAL PLANNER™ certification in 2013. Today, Alan is the proud Founder and CEO of Modern Wealth LLC, the premier, fee-only, financial life management firm.
Modern Wealth believes in the art of Financial Life Management which is the intersection of your life, values, behaviors, and money. And they believe that the fee-only method of compensation is the most transparent and objective method of accomplishing that. It minimizes conflicts and ensures that they act as your fiduciary. And as your fiduciary, they have adopted a code of ethics, are 100% transparent, and act solely in the best interest of their clients. They help their clients to "Live Wealthy."