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Sophisticated planning for a complex world

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Welcome to Alexander Wealth Solutions

Welcome to Alexander Wealth Solutions

Our client-centric philosophy emphasizes regular and consistent contact to understand your unique needs and perspectives. We focus on delivering personalized strategies that aim to make a positive difference. Our primary services include Comprehensive Financial Planning, Asset Management, Investment Management, Wealth Management, Retirement Planning, College Planning, Risk Management, and Estate Planning Strategies. 

Our Story

Our team is experienced with a strong background in wealth management. Marcus Alexander began Alexander Wealth Solutions with a global perspective, having lived in various locations including London, Singapore, and across the United States. This perspective provides a diverse set of skills that allow us to provide distinct service to our clients.

Meet Our Team

Marcus Alexander

Marcus S. Alexander, CPFA®, MBA

Senior Vice President, Financial Advisor

(949) 438-4275

marcus.alexander@lplfinancial.com

With a dynamic energy, entrepreneurial spirit, and a fine-tuned approach, Marcus Alexander has launched his brand, Alexander Wealth Solutions, in order to better serve his clients. Holding an MBA from Duke University and a background...
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Newport Beach, CA-Based Financial Advisor

We are dedicated to building strong, long-lasting relationships with our clients, and striving to ensure their unique needs
are met with personalized and comprehensive financial strategies.

The Alexander Wealth Solutions Difference

The Alexander Wealth Solutions Difference

Our core values are integrity, a client-centric approach, and a caring focus on making a profound impact on the lives of our clients. Our mission is to maintain and grow strong relationships and make a meaningful impact on our clients' financial lives.

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