Let’s cut the formalities. Let’s talk like humans.

Yes, even on this website — because that’s what we’ll do when you sit down with us face to face.

We strive to offer accessible solutions that support you leading the life you were meant to live.

Do you feel like you’re doing everything right but still not building any real wealth?

Do you want to make a major lifestyle change but wonder if you can ‘afford it?’

Do you wonder if it is even possible to meet your multiple, competing financial goals?

Holistic Planning Process

Our process is designed to be empowering, educational and non-judgmental — focusing on answering your questions and supporting you in achieving your dreams.

  • We’ll talk about your vision for your future.

  • We’ll ask the easy questions…and the tough ones.

  • We’ll help you clarify your priorities.

  • We’ll provide recommendations and action items to help you get there.

Your future is worth your attention and depends on you being intentional, informed and inspired to create the life you seek.

Aligned Interest

We are fee-only, which means we do not receive referral fees or commissions on products.

We charge an hourly fee for our planning services — unless you choose to have us manage your investments, in which case planning may be included in the management fee.

If you are unsure if you can afford our services, every year we set aside nearly 100 hours for pro bono work. You can also find us at The Broad most Friday mornings. Click to sign up for a free one on one consultation.

Do you feel like you don’t have the time – or interest – to manage your investments? 

Do you want your investments to be better aligned with what you value?

Do you resist reviewing your investments because it feels too onerous?

Our proprietary investment approach blends our focus on being intentional in our investment selection with our fiduciary responsibility of seeking to support you build wealth.

Aligned Interests

We are not paid commissions based on where we invest your money. As a fee-only advisor, we are paid a percentage of assets managed. This aligns client interests with our own — we both want to see your money grow! 

Investment Manager Access

We aim to be easy to get in touch with, no matter the question. Since most of our portfolios are proprietary, developed and are managed by us, we can easily provide clear, concise answers about what’s going on in your investment accounts.

Loss Minimization

The majority of our proprietary portfolios utilize risk management tactics (a ‘seat belt,’ if you will) in an effort to minimize catastrophic losses. Managing risk/losses can be an important consideration in meeting your goals.

Intentional Investing

Our investment approach includes filtering each investment on its environmental, social and governance (ESG) rating — and we strictly avoid investing in targeted fossil fuel funds and stocks.  Our goal is to invest at least 75% of client assets in investments with a moderate-to-high sustainable rating based on Morningstar's globe ranking system.

Many small and mid-sized businesses owners may believe that 401(k) plans are only for the ‘big guys.” This is not necessarily the case. Setting up a 401(k) plan can be a crucial step in building a successful business, and benefits both you and your employees.

Accelerate Your Retirement Savings

Building up a nest egg is entirely in your hands. A 401(k) allows you to grow your wealth over time by investing in a tax-deferred savings vehicle. We can work with you on a consulting basis and/or provide access to what may be a more affordable solution.

Benefit from Tax Breaks

The more you (or your employees) contribute into a 401(k), the less you pay in annual income tax. And the business benefits too – any match dollars the company puts in are tax-deductible.

Grow a Stellar Team

Having a quality, values-aligned 401(k) plan as part of the benefits package helps keep your business competitive in a tight job market. Employees may be more likely to choose your job offer, and to stick around longer once they’re on board.

Invest Intentionally

In today’s world socially responsible investing may be important to your team.  We have the experience and expertise needed to make a shift to include socially responsible investment options in your fund line-up.*

 At Alexis Advisors, we strive to make the process as seamless as possible and guide you through the legal and ethical requirements of setting up a plan. We offer you a complimentary review of your current provider, and if you engage us, input on plan design, support in fund selection and investment committee development. We also offer regular employee educational sessions and an accessible, values-based resource.

*No fiduciary can include an SRI option in an ERISA plan if it isn't expected to provide an investment return commensurate to conventional investments with similar risk profiles. This is to say, SRI characteristics cannot be the primary determinant in evaluating investments. This is an assessment of the Department of Labor.  Alexis Advisors adheres to these compliance requirements as part of the selection process.