We offer investment management and financial planning for people who aim to be informed about their money, intentional in their investments, and inspired to build a better world.


This how I’d tell my best friend, my partner, my children to invest and plan. This is how I invest.

This is investment management for the change makers, for people who recognize that money can be a tool to do good in the world, and who want to work with a company that believes the same.

This is financial planning for people who are planning for their futures, building their communities and being smart about their money.

This is for empowered people who are building their own wealth and being the change they want to see in the world.

This is for those making a difference and leading by example.

We are Alexis Advisors.

Informed. Intentional. Inspired.

Living our values everyday.

Best Financial Advisors in Richmond