Modern Wealth, an Independent and Fee-Only Investment Advisory Firm, Introduces Proprietary Advising Process for Entrepreneurs and Business Owners

BLUE BELL, Pa., Dec. 24, 2024 /PRNewswire/ — Modern Wealth, under the visionary leadership of its Founder and CEO Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®, is redefining how business owners and entrepreneurs approach business value growth and exit planning. Central to its Dynamic…