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Sell-side

Modern Wealth

Based in Blue Bell, PA

Profile last reviewed

July 2026

Public information can change. Corrections are reviewed before publication.

Overview

Overview of Modern Wealth

Modern Wealth is a business advisory firm based in Blue Bell, PA providing Business Valuation and Exit Planning. The firm has experience in Healthcare and Technology. The firm works with clients nationwide.

Named principal

Alan Rhode

Profile details

Details for Modern Wealth

Representation
Sell-side
Firm type
Based in
Blue Bell, PA
Engagement coverage
Nationwide
Industry focus
Healthcare and medical practices · Technology and software

Office locations

Headquarters and public offices

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  • Headquarters

    Blue Bell, PA

Profile sources

This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.

  • Firm website

    modernwealthllc.com · checked September 2026

    Open source