We don’t exist merely to turn a profit. Our goal is to also make a positive impact on our community.

“Alexis” means “helper, defender and advocate.” Since our launch in 2013, we have been committed to our clients align their money decisions behind what they value most while maximizing our positive impact on our clients, community, and the environment.

Above is the volunteer group photo from World Environment Day 2017, when Paige and Roberta teamed up with other local B Corps to help save the azalea beds at Bryan Park.

 
We Advocate

Most individual investors and businesses are not aware of the various sources of fees or of how advisor commissions may skew decision-making and create potential conflicts of interest.

We established Alexis Advisors as a fee-only Registered Investment Advisor—no commissions—to give our clients complete transparency and lead by example.

We Educate

Every dollar you spend and invest has an impact on you, your family, the environment, our community and to some extent, the world – and the impact can be positive, negative, or somewhere in between.

We want to support you in being intentional about your money choices, and to educate you on your options. 

We also teach you what’s necessary to know about your money, including the importance of managing risk in your investments. 

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We Give Back

Alexis Advisors also seeks to lead by example, as a business that prioritizes positive social impact on the global and local levels.

As a Certified B Corp, our goal is to use our business as a force for good in our community. We do this by volunteering for good social causes, donating annually to local non-profits, doing pro bono financial planning for those in need, recycling, purchasing services from local resources, and maximizing sustainability in our business model.