Financial Advisors
Richmond, VA
Alexis Advisors is a women-led wealth management firm specializing in values-based financial planning and socially responsible investing for women and families seeking to align their investments with their social and environmental values. They offer comprehensive financial planning, impact-focused investment portfolios, and personalized wealth management guidance. As a B Corp-certified, fee-only firm with a fiduciary commitment, they prioritize client interests and donate 1-2% of revenues to local nonprofits while providing up to 100 hours of pro-bono planning annually.
Ideal for: Women and families seeking socially responsible investing, Change-makers focused on positive impact, Those wanting values-aligned financial planning
Service area: Richmond, VA and surrounding areas
Values-Aligned Investing: Specializes in socially responsible and impact investing portfolios that screen for sustainability and exclude fossil fuels, allowing clients to align every investment dollar with their personal values and social impact goals.
B Corp Certified & Community-Focused: B Corp certification reflects their commitment to purpose-driven business, with 1-2% of annual revenues donated to local nonprofits and up to 100 hours of pro-bono planning provided annually.
Fee-Only Fiduciary Model: Transparent, commission-free fee structure with legally binding fiduciary obligation ensures recommendations are based solely on client priorities, not firm incentives.
Address: 213 Roseneath Rd, Richmond, VA 23221
Phone: (804) 625-3290
Website: alexisadvisors.com
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