Using our business as a force for good.
Wealth management for a better world.
A fee-only fiduciary offering women and families a different approach to building wealth.
Alexis Advisors is an independent, fee-only wealth management firm for women, by women. We are invested in helping expand your financial possibilities by taking an intentional, mindful approach to all we do – from how we develop your financial plan, to how we invest your money, to how we treat our team and give back to our community.
We are accountable to our clients and only paid by our clients. No commissions, no referral fees, no kickbacks. And, we are completely transparent about our fee structures, with clients understanding their cost for financial planning and investment management. Being independent allows us to make decisions that align with your needs. This means that we won’t be selling you products that you may not need in order to meet sales goals, nor will we be investing in your accounts in funds that may cost you more and result in higher fees for us.
Our Mission-Driven Approach
As a certified B Corporation, we operate with a dual commitment: to create a meaningful societal impact while maintaining a sustainable and profitable business model. This certification reflects our dedication to leveraging our operations as a force for good, fostering positive change within our community and environment.
We walk the walk.
Our values guide us in all decisions.
Trust
We understand that money conversations are personal and need to be built on a foundation of trust. We work with those who are smart enough to do it themselves, but are busy making a difference in the world, and know when they need to hire someone to help with all the ins, outs, and details – and who can keep an eye on their interests.
Transparency
Open and accountable to you. Our fee-only, no-commission structure means that we invest based on your values and priorities, not ours or anybody else’s.
Education
You don’t have to “know it all.” We just want you to know enough to be informed about the basic building blocks to move you from an income-earner to a wealth-builder – and our goal is to help you get there.
Responsiveness
Communication is our cornerstone – through the good, and the bad our aim is for you to know where you stand and where you’re headed.
Personalized Service
Your money – just like your life – is unique to you. Our goal is to design a financial plan and apply an investment approach that fits your goals and your values.
Elevating Our Community
Financial literacy is for everyone. We believe every individual deserves an opportunity to become a wealth-builder. We engage in programs to support youth in our community, teaching them the tools to forge a financial future.
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Trust
Trust
We understand that money conversations are personal and need to be built on a foundation of trust. We work with those who are smart enough to do it themselves, but are busy making a difference in the world, and know when they need to hire someone to help with all the ins, outs, and details – and who can keep an eye on their interests.
Transparency
Transparency
Open and accountable to you. Our fee-only, no-commission structure means that we invest based on your values and priorities, not ours or anybody else’s.
Education
Education
You don’t have to “know it all.” We just want you to know enough to be informed about the basic building blocks to move you from an income-earner to a wealth-builder – and our goal is to help you get there.
Responsiveness
Responsiveness
Communication is our cornerstone – through the good, and the bad our aim is for you to know where you stand and where you’re headed.
Personalized Service
Personalized Service
Your money – just like your life – is unique to you. Our goal is to design a financial plan and apply an investment approach that fits your goals and your values.
Giving Back
Elevating Our Community
Financial literacy is for everyone. We believe every individual deserves an opportunity to become a wealth-builder. We engage in programs to support youth in our community, teaching them the tools to forge a financial future.