Mindful Money
Socially responsible investing and values-based planning for women invested in change.
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
Walk an Intentional Path to Building Wealth
Align your money with your life choices and values.
Strive for Full Financial & Impact Potential
Leverage Socially Responsible Investing (SRI) with Alexis Impact Portfolios.
GET PROFESSIONAL 401(k) INVESTMENT MANAGEMENT
Engage Alexis Advisors to manage your 401(k) plan.
As Seen In
INVESTMENTS THAT MAKE A DIFFERENCE
Impact Insights
Responsible investing isn’t just about building your wealth – it’s about understanding the power of every dollar and being mindful with your money.
Download our FREE whitepaper about ESG investing and learn how you can leverage your money to drive corporate responsibility and build a roadmap to a more sustainable future – all while growing your wealth.
Download Now
Subscribe to our newsletter and download our FREE whitepaper about ESG investing.