Mindful Money

Socially Responsible Investing and Values-Based Financial Planning for women invested in change.

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Own your money and your impact.

We work with change makers. With women and families that are focused on creating positive social impact. Those who are tired of the status quo investment and planning methodology, and are looking for an approach that better aligns their money with what they value. These women are seeking to “be the change” – to do well and do good.

Alexis Advisors is a wealth management firm for women by women

About Us

Walk an Intentional Path to Building Wealth

Align your money with your life choices and values.

Values-Based Financial Planning

Strive for Full Financial & Impact Potential

Invest intentionally with Alexis Impact Portfolios.

Socially Responsible Investing

Loyal to Local

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

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.

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