Alex’s Approach
Alex Carlson
CFP®, CPWA®, CEPA®
Financial Advisor / Member Owner
Overview
Alex Carlson is a financial advisor based in Dallas, where he focuses on wealth management for high-net-worth individuals, business owners, physicians, retirees, and senior executives navigating complex financial transitions. A CERTIFIED FINANCIAL PLANNER® professional, Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor® (CEPA®), he began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Alex partners with clients experiencing major life events, including retirement planning, business sales, equity and executive compensation payouts, and major wealth transfers. He helps build coordinated strategies that address investment management, tax planning, estate design, equity compensation, retirement income, and multigenerational wealth planning. His approach centers on aligning every part of a client’s financial life so decisions remain resilient as priorities evolve.
Alex has been advising clients since 2019. He earned a bachelor’s degree in economics with a minor in history from Texas A&M University in College Station. Away from client work, Alex stays active in the gym and enjoys college football, fishing, and boating on Cedar Creek Lake. His background in wrestling, Brazilian Jiu-Jitsu, and judo continues to shape his disciplined, competitive mindset, and he is an avid chess player.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Texas A&M University
Bachelor of Science in Economics with a minor in History
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Private Wealth Advisor®
- Certified Exit Planning Advisor®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.