Mindful Money

ESG Investment management for women invested in change

Own your money and your impact

Money is powerful and can create profound change in this world, particularly if it’s invested with purpose and intent. Align your financial and global impact goals with ESG investment management by Alexis Advisors.

Investing with Alexis

Alexis Advisors is a wealth management firm for women by women

Take ownership of your financial life

Learn how to build a wealth-building mindset.

Financial Coaching

Walk an intentional path to building wealth

Align your money with your life and values, not the opposite.

Financial Planning

Reach for full financial and impact potential

ESG investing with a Alexis Impact Portfolios.

Investment Management

Loyal to Local

From business lunches to caterers, to hosting events, we strive to use local first.

B Corp Certified

Being a B Corp reinforces our vision of more businesses focusing on purpose, not just profit.

Pro-Bono

We carve out up to 100 hours annually for pro-bono planning and free educational programming.

Giving Back

We donate 1-2% of our gross revenues annually to local non-profits that align with the values we strive to embody.

Transparent

Our fee-only, no-commission structure means that we invest based on your values and priorities, not ours or anybody else’s.

Environmentally Conscious

We screen all of our investments from a sustainability perspective, and we don’t invest in funds or stocks targeted towards fossil fuels.

Empowering Women

We are eager to support women in the money conversation – to feel empowered and emboldened by your choices.

Fiduciaries

We are financial fiduciaries which means we are legally and ethically required to put your interests before ours.

As Seen In

ESG and what it means for me

Impact Insights

Learn what ESG investing is and how your money can effect change.

Learn More