Advocate, Educate, Give Back
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. We are one of the few independently owned and operated financial advisory firms, with no dealer group or corporate associations that require us to revenue share or meet sales goals. This means that we have the flexibility to operate with complete transparency and in your best interest.
Our Primary Goal: To advocate for and educate the consumer of financial services, while giving back to our community.
As a Certified B Corp, every day, in everything we do, we work to improve the services we provide, our commitment to our clients, and the impact we have on our community and the environment.