Alexis Advisors, LLC
www.alexisadvisors.comAlexis 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.
Read moreAlexis 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.
Read moreCountry
State
Virginia
City (Headquarters)
Richmond
Employees
1-10
Founded
2013
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Executive Officer , Founder
Email ****** @****.comPhone (***) ****-****Administrative Assistant
Email ****** @****.comPhone (***) ****-****