We are the "locavore" alternative to big-box financial advising.

At Alexis Advisors, we care about giving back to our local community of Richmond, Virginia, and helping it to thrive and be the best that it can be. When you work with us, you can feel good knowing that your money is staying local, helping to support local businesses and charitable causes.

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Roots in RVA

Roberta has long-standing ties to Richmond and continues to put down more roots here.

We keep as many operations in-house as possible, including portfolio development and management, so as to draw on our team's talents instead of outsourcing.


Volunteer Work and Pro Bono Financial Planning

Our team regularly uses company time to do volunteer work and pro bono financial planning services for community members in need. Roberta acts as Board Treasurer for the Chrysalis Institute, serves as an advisor for University of Richmond's Student Managed Investment Fund, and sits on the Virginia Impact Investing Forum's Advisory Board.

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Supporting Local Non-Profits

As part of our commitment to Richmond and our B Corp Certification, we donate 1-2% of our gross revenues each year to local non-profits. We chose three organizations as the benefactors of these donations based on values that our company also strives to embody: the Chrysalis Institute (being intentional), the YWCA (supporting women), and Junior Achievement (being informed).


Choosing Local Businesses First

Whenever we can, we choose local first. From office supplies to caterers, we care about where our money is going and know that it makes an impact to keep it local.

We also do our part to support the arts by adorning our walls with local art and featuring a local artist at our annual holiday party through a charitable fundraising raffle.