Josh Chandler is an Investment Advisor Representative at Magnolia Wealth, where he plays a key role in supporting families through clear, confident financial decision-making. A husband, father of two, and proud Houston native, Josh believes that financial advice should be personal, practical, and rooted in real-life values.
Josh holds the Certified Plan Fiduciary Advisor (CPFA®) designation, reflecting advanced training in retirement planning, investment oversight, and fiduciary best practices.
With a Series 65 certification and a Texas Life and Health Insurance License, Josh guides clients through retirement planning, investment strategy, and life’s many financial turning points. His client-first mindset, combined with strong technical knowledge, makes him a trusted partner to both clients and colleagues. Josh is known at Magnolia Wealth for his steady presence, collaborative spirit, and ability to simplify complex topics in a way that builds lasting trust.
Beyond his work with clients, Josh is an important contributor to the firm’s long-term success—strengthening internal processes, supporting team initiatives, and helping elevate the overall client experience.
When he’s not at the office, Josh is spending time with his wife and their two boys, Bradley and Charlie. They’re proud to call Houston home—and Josh is proud to be part of a firm that values family, transparency, and long-term peace of mind.