Financial Video

Meet Alex Chandler, CFP® — Helping You Simplify Financial Planning

Alex Chandler, CFP®1 year ago
About This Video

We’re excited to introduce Alex Chandler, Certified Financial Planner™, as the newest member of Base Wealth Management. With 17+ years of experience navigating every kind of market — including the challenges of 2008 and 2009 — Alex brings a steady, practical approach to financial planning. His philosophy is simple: clear advice without jargon, built around your real-life goals.

Whether it’s maximizing your employer benefits, optimizing retirement strategies, or reducing taxes, Alex helps clients make the most of what they’ve already built. You don’t need to have a million dollars to start planning — you just need a plan that fits where you are today.

Have questions about retirement or your investments? Reach out to connect with Alex at Base Wealth Management. .

Base Wealth Management is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training.

Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Alex Chandler, CFP®

Presented By

Alex Chandler, CFP®

Financial Advisor · Base Wealth Management

Jacksonville

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.

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Important Disclosures

BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.

The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.

Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.

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