“Alexis” means “helper, defender and advocate.” Since our launch in 2013, Alexis Advisors has been committed to aligning our clients’ financial decisions with what they value most, while maximizing the company’s positive impact on clients, community, and the environment.
Why B Corp?
“Being a B Corp means that we do not exist just to make a profit. Rather, every day, in everything we do, we work to educate and advocate for the working professional, to improve the transparency of our business model, and to be intentional about the impact we have on our community and the environment. Our status as a B Corp reflects how well we embody our values and offers us the constant challenge to be even better in how we run our business.”
Overview of Services
Alexis Advisors is a fee-only firm offering financial planning and investment advisory services. We work with families, individuals, and businesses to integrate their personal and social values with their financial goals.
Giving Back
At Alexis Advisors, we care about giving back to our community of Richmond, Virginia. When you work with us, you can feel good knowing that your money is staying local, helping to support local businesses and charitable causes. We provide clients with a “locavore” financial advisory experience: all of our team members have roots in Richmond, our portfolios are developed and managed in-house and the team does community service and pro bono financial planning locally. Additionally, we have a commitment to donate a set percentage of profits and a number of volunteer hours each year.