Alex Macfarlane
Serving Active Duty, Veterans & Military Families Nationwide
Alex Macfarlane is a financial advisor at Axiom Wealth Alliance, a full-service, independent financial planning firm headquartered in Denver, Colorado, with advisors and clients across the country.
With over nine years of experience, Alex specializes in working within the mindfulness and wellness side of the financial space, with clients that are military service members, veterans, reservists, and their
families. It is a core part of his mission to guide these groups of clients through major life and career transitions with clarity and care.
As a part of this mission, as well as a high-level view of how he approaches working with clients, Alex regularly leads workshops around mindsets and mindfulness. His primary workshop, titled “The Zen of Abundance,” combines behavioral finance with mindset coaching to help clients align their goals, values, and financial priorities to their hearts. These workshops have been incredibly popular for anyone who is searching for a healthier and more emotionally aligned relationship with their finances.
Whether you’re navigating a PCS move, preparing for deployment, or transitioning into civilian life, Alex delivers holistic, values-aligned financial planning tailored to the unique needs of the military community.
As part of Axiom’s nationwide team of fiduciary advisors, Alex provides integrated advice that reflects both his personal connection to military life and his professional commitment to long-term financial wellness.
Core Areas of Focus Include:
• Retirement & Military Pension Planning – Including BRS analysis and pension projections
• TSP Optimization – Roth vs. Traditional, fund selection, and contribution strategies
• Military-Specific Tax Planning – Combat zone exclusions, multi state filings, and spousal residency rules
• Insurance & Risk Management – SGLI reviews, supplemental coverage, and long-term care analysis
• Real Estate & Relocation Guidance – VA loan strategies, IRRRL refinancing, and PCS budgeting
• Education Planning – Maximizing the GI Bill, 529 plans, and Post-9/11 transfer considerations
• Civilian Transition Support – Career benefit integration, income planning, and investment management
He primarily works with individuals and families aged 20 to 45, offering tailored strategies to build confidence and control—both during service and beyond.
As part of the Axiom Wealth Alliance network, Alex is supported by a national infrastructure committed to delivering a world-class client experience—through technology, compliance, and collaboration.
Inspired by his own family’s legacy of military service, Alex serves with gratitude, professionalism, and a deep respect for those who serve.
Advisory services are offered through Cambridge Investment Research Advisors, Inc.
Securities are offered through Cambridge Investment Research, Inc., Member FINRA/SIPC.
Pensacola Socials