Alexis Advisors is an independent, fee-only wealth management firm for women and families who are informed and intentional about their money and inspired to build a better world.

From entrepreneurs looking to leave a legacy, to working professionals budgeting for their families’ futures, to small business owners wanting to offer a company retirement plan for their employees… we’ve got you covered.

Through personalized financial planning and investment management, we support our clients so they can align their money decisions with what they value most.

 
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 “Alexis” means “helper, defender and advocate.”

Our clients add “friend” to this list.

Meet the Team


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Roberta Keller

Founder and CEO Roberta Keller believes that every dollar invested has an impact - both for individuals and for our world. Her extensive background in money management - from Wall Street to Connecticut and London - has led her to build quantitatively-driven proprietary portfolios that strive to minimize the negative impact of catastrophic stock market losses. Her long-time yoga and meditation practices are tightly intertwined with how she has built her business, with a focus on transparency, integrity and encouraging purpose-driven living. Alexis Advisors is the regions first B-Corp certified, values-based advisory experience.

Roberta wants to work with curious people - the people who seek to answer ‘Why?’ And want to align their money with their values. She is passionate about helping women rescript the stories they tell themselves about money so they can thrive - despite what they’ve been taught by societal norms. In addition to her purpose-driven work, Roberta thrives through her passions for Ayurvedic wellness, yoga, nature and enjoying her Church Hill community with her husband, Robert, and dog, Lila.

Community Impact Roberta is currently on the board of The Innerwork Center, and serves in an advisory capacity to Slow Money of Central Virginia and Secure Futures Solar microfinance project. She is also on the board of Impact Makers, another Certified B Corp in RVA.


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Jenn Spicer

Client Services & Operations Specialist Jenn Spicer is driven by curiosity - and a deep desire to help people reach their potential in life. With her background in writing, marketing, hospitality and event planning, she ensures a well-organized client experience and helps to keep our business running smoothly. And, as mom and manager of her growing household, she has a unique perspective on family financial management and believes everyone should have access to transparent financial education.

When she’s not in the office, Jenn loves the thrill of travel (yes, the planning parts too!) and pursues her passion of writing (ask her about her literature & writing undergrad career at JMU). She can also host a mean dinner party, shuttle her kids to their favorite activities and tackle house renovations like a boss.

Community Impact  Raising three informed, intentional, inspired kids.