Alexis Advisors is a fee-only firm offering financial planning and investment advisory. We work to help families, individuals, and businesses integrate their social values with their life and financial goals.
Alexis is Greek for “helper, defender, advocate.” Roberta Keller launched Alexis Advisors in 2013 to offer an education- and advocacy-oriented alternative to the traditional advisory experience. Alexis Advisors encourages investors to align their money decisions behind what they value most - and to understand the services offered for advisory fees paid.
In 2016, Alexis Advisors reinforced its social mission by becoming a Certified B Corporation. Being a B Corp means that Alexis Advisors exists not just to turn a profit, but to make a positive impact on our community and the environment.
Alexis Advisors, LLC is a registered investment advisor in the Commonwealth of Virginia and Pennsylvania.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Richmond, Virginia, Us
- Phone
- +1 804 625 3290
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- alexisadvisors.com
- HQ
- Richmond, Virginia
Alexis Advisors, Llc Questions
Alexis Advisors, Llc's helpline number is +1 804 625 3290
Alexis Advisors, Llc's website is alexisadvisors.com
Alexis Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/alexis-advisors
Alexis Advisors, Llc has
2 employees.
View email and phone details for 2
employees at Alexis Advisors, Llc.
Alexis Advisors, Llc's industry is
Financial Services
Alexis Advisors, Llc's top competitors are
Natural Awakenings Richmond,
Northwest Asset Management,
Teutonic Transportation Llc,
Carlisle Real Estate,
Fine Creek Realty,
Jardins St-Léon Gardens,
Vgroup,
International Assets Advisory,
G2 Human Capital Management,
Richweb, Inc..
Alexis Advisors, Llc's categories are Financial Services
Alexis Advisors, Llc's founding year is 2013
