Alex Chandler, CFP®
- Jacksonville
- AlexChandler@BaseWealthManagement.com
- (919) 302-1671
"You don’t need a million dollars to start planning — you just need to know where you are, where you want to go, and how to take the next step."
Biography
Alex Chandler brings more than 17 years of experience to Base Wealth Management, helping individuals and families navigate the complexities of financial planning through both calm and turbulent markets. Having entered the financial services industry prior to the 2008 financial crisis, Alex’s approach was shaped early by witnessing firsthand how sudden market downturns can impact people’s lives. That experience instilled in him a core belief: your financial plan should be built to weather both good times and bad.
Since becoming a Certified Financial Planner™ in 2012, Alex has focused on delivering clear, practical advice that empowers clients to make informed decisions. His work spans a wide range of planning needs — from maximizing employer benefits and retirement accounts to developing tax-efficient investment strategies that help clients keep more of what they earn. He’s especially known for his ability to break down complex financial topics into plain language, making even the most technical aspects of financial planning accessible and easy to understand.
For Alex, financial planning isn’t just about numbers — it’s about connecting the dots between where clients are today and where they want to go. He believes that anyone can benefit from having a plan, no matter their starting point.
Education
WHAT Alex LIKES TO HELP WITH
Budgeting
Learn practical budgeting techniques with Alex to help you build financial stability and set a solid foundation for wealth growth.
Goal Setting
Collaborate with Alex to turn your financial dreams into clear, achievable goals that match your personal aspirations.
Financial Planning
Work closely with Alex to develop a comprehensive financial plan tailored to your unique needs to help ensure a bright retirement.
Podcasts Featuring Alex
DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
DIY or pro? Dustin Taylor & Alex Wolfe tackle time, risk, biases & goals so you can decide if managing your own portfolio makes sense. Listen now!
Debt Insights, According To A Certified Financial Planner®
Discover how retirees can avoid common pitfalls—like overspending, healthcare surprises, and lifestyle adjustments—to help ensure a fulfilling retirement.
What Withdrawal Strategy Should I Use in Retirement?
Discover how retirees can avoid common pitfalls—like overspending, healthcare surprises, and lifestyle adjustments—to help ensure a fulfilling retirement.
