Alexis Advisors

Alexis Advisors is a fee-only, fiduciary wealth management firm for women, by women, based in Richmond, VA. They specialize in socially responsible investing and values-based planning, aiming to empower women to make intentional, informed financial decisions that align with their values and goals. Alexis Advisors is committed to creating a positive social impact and is certified as a B Corporation, demonstrating their dedication to using business as a force for good.

They offer a variety of services including financial planning, investment management, and 401(k) management. Their proprietary Alexis Impact Portfolios focus on ESG (Environmental, Social, and Governance) factors, investing in companies that strive to make a positive impact on society and the planet. They also offer a variety of resources, including free white papers, webinars, and events designed to help women become more informed and empowered about their finances.

Alexis Advisors is a certified B Corporation, which means they are committed to creating a meaningful societal impact while maintaining a sustainable and profitable business model. As such, they offer a range of benefits, including, but not limited to, competitive pay, paid time off, healthcare coverage, retirement savings plan, and a commitment to employee well-being through work-life balance and opportunities for professional development.

Alexis Advisors is a fee-only wealth management firm for women by women, dedicated to empowering women and families to build wealth mindfully and intentionally, aligning their money with their values and creating a positive social impact. They strive to go beyond simply managing money, offering a holistic approach that encompasses financial planning, investment management, and a commitment to ESG investing and social responsibility. By fostering financial literacy, promoting purpose-driven living, and building a strong community, Alexis Advisors helps women reach their full potential as both wealth builders and impact makers.

Alexis Advisors promotes a culture of mindful money management, prioritizing the well-being of its employees, clients, and community. They are a Certified B Corporation, committed to using business as a force for good and fostering a positive impact. Their values guide their business practices, with an emphasis on trust, transparency, education, and personalized service. They are dedicated to empowering women and families to reach their full potential through financial literacy and intentional wealth building.

Alexis Advisors is a wealth management firm for women by women, committed to creating a more equitable and inclusive financial world. They prioritize hiring and supporting women professionals, believing that diverse perspectives lead to better decision-making and a stronger understanding of clients' needs. Their mission-driven approach extends to their investment strategy, with a focus on supporting companies committed to environmental, social, and governance (ESG) principles, reflecting their values of transparency, integrity, and purpose-driven living.