5 Smart Gifting Strategies

5 Smart Gifting Strategies

Giving is a heart-centered practice. Please give to an organization that aligns with your heart. Even if it’s just a little, it can have a big impact. Below is a list of organizations that need your support and that align with current community challenges. YWCA...
To us, Being Intentional Means Giving Back

To us, Being Intentional Means Giving Back

At Alexis Advisors, our passion and our purpose is to have a positive impact on our community. This is part of being a certified B Corp, but it’s also just part of our DNA. When we are educating our clients and the community about spending and saving...
Do Good and Do Well: Make change with your investments

Do Good and Do Well: Make change with your investments

We are excited to feature Tony Smith, CEO of Secure Futures Solar as our guest blogger for September. Learn more about Secure Futures and their capital campaign at October Money Mornings on Tuesday, 10/8. RSVP on our Events page. —- Do Good and Do Well: Make change...

Invest Locally: Do your investments reflect your values?

Welcome to our May blog.  Over the next few months, we are inviting guest bloggers to talk about their passions and ways to impact invest.  This month, Hunter Hopcroft, Special Projects Manager for Ellwood Thompson’s, is writing about his work with the nationwide Slow...
Celebrating our B Corp Recertification

Celebrating our B Corp Recertification

Every two years, we have the opportunity to recertify and measure our progress as a Certified B Corp.  Back in 2016, when we went through the initial certification process, we scored a 99 out of 200; our strongest areas were our positive impact on customers and...

Seeking To “Be the Change”…

Each month, our goal is to write about a topic that is both relevant and educational.  This month is a little different as we are writing about “the changes we wish to see in the financial services industry” – using our own business model...