Be intentional. Be informed.
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 mission is to help individuals and families lead a purpose-driven life, offering planning and investment options that help them align their money with what they value most.
We encourage you to reach out if our mission resonates with you in any way.
Values-Based Investment Advisory & Planning Services
We screen our investments on environmental, social, and governance (ESG) criteria to help keep your investments in line with your values.
Each of our proprietary portfolios also applies a data-driven approach to risk management in an effort to help our clients avoid catastrophic losses.
And no investment approach is complete without a robust financial plan to give you the peace of mind of knowing you're on track to meet your life goals.
401(k) Plans for Small Businesses
To attract and retain the best employees, a quality retirement plan is essential. We work with small business owners to develop a plan that is tailored to your values and your employees’ needs while keeping you compliant.
We offer you a service provider review, plan design, and investment committee development. We offer your employees regular educational sessions, the option to invest in our risk-managed portfolios, and an accessible, values-based resource.
We're a Certified B Corp
B Corp certification is to business as USDA organic is to milk.
It means that 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.
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