Alexis Advisors

Alexis Advisors

Financial Services, 213 Roseneath Rd, Richmond, Virginia, 23221, United States, 1-10 Employees

alexisadvisors.com

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phone no Phone Number: 80**********

Who is ALEXIS ADVISORS

Alexis Advisors is a fee-only firm offering financial planning and investment advisory. We work to help families, individuals, and businesses integrate their social values with their life...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Alexis Advisors Org Chart and Mapping

Roberta Keller

Chief Executive Officer, Founder

Employees

Alina Dovganetskiy

Paraplanner, Financial Planning and Investment Management Associate

Ann Myers

Client Services & Operations Specialist

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Frequently Asked Questions Regarding Alexis Advisors

Answer: Alexis Advisors's headquarters are located at 213 Roseneath Rd, Richmond, Virginia, 23221, United States

Answer: Alexis Advisors's phone number is 80**********

Answer: Alexis Advisors's official website is https://alexisadvisors.com

Answer: Alexis Advisors's revenue is $5 Million to $10 Million

Answer: Alexis Advisors's SIC: 6282

Answer: Alexis Advisors's NAICS: 523940

Answer: Alexis Advisors has 1-10 employees

Answer: Alexis Advisors is in Financial Services

Answer: Alexis Advisors contact info: Phone number: 80********** Website: https://alexisadvisors.com

Answer: Alexis Advisors is a fee-only firm offering financial planning and investment advisory. We work to help families, individuals, and businesses integrate their social values with their life and financial goals. Alexis is Greek for helper, defender, advocate. Roberta Keller launched Alexis Advisors in 2013 to offer an education- and advocacy-oriented alternative to the traditional advisory experience. Alexis Advisors encourages investors to align their money decisions behind what they value most - and to understand the services offered for advisory fees paid. In 2016, Alexis Advisors reinforced its social mission by becoming a Certified B Corporation. Being a B Corp means that Alexis Advisors exists not just to turn a profit, but to make a positive impact on our community and the environment.

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