Alexis Advisors is a fee-only firm offering financial planning and investment advisory services. We work with families, individuals and businesses to integrate their personal and social values with their financial goals. We are one of the few independently owned and operated financial advisory firms, with no dealer group or corporate associations that require us to revenue share or meet sales goals. This means that we have the flexibility to operate with complete transparency, fewer conflicts of interest, and in your best interest.
Our Primary Goal: To advocate for and educate the consumer of financial services, while giving back to our community.
|Employees (est.) (Sep 2019)||4|
When was Alexis Advisors founded?
Alexis Advisors was founded in 2013.
Who are Alexis Advisors key executives?
Alexis Advisors's key executives are Jenn Spicer.
How many employees does Alexis Advisors have?
Alexis Advisors has 4 employees.
Who are Alexis Advisors competitors?
Competitors of Alexis Advisors include Schroders, Franklin Resources and Trillium Asset Management.
Where is Alexis Advisors headquarters?
Alexis Advisors headquarters is located at 2821 Emerywood Pkwy Suite 202-A, Richmond.
Where are Alexis Advisors offices?
Alexis Advisors has an office in Richmond.
How many offices does Alexis Advisors have?
Alexis Advisors has 1 office.
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