Alexis Advisors

    OverviewSuggest Edit

    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.

    TypePrivate
    Founded2013
    HQRichmond, US
    Websitealexisadvisors.com

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Sep 2019)4

    Key People/Management at Alexis Advisors

    Jenn Spicer

    Jenn Spicer

    Administrative Assistant

    Alexis Advisors Office Locations

    Alexis Advisors has an office in Richmond
    Richmond, US (HQ)
    2821 Emerywood Pkwy Suite 202-A
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    Alexis Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2013

    Alexis Advisors Online and Social Media Presence

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    Alexis Advisors Blogs

    5 Steps to a Bust-Proof Back to School Budget

    Here are some tips to help get those kids back into the game - without breaking the bank!

    Zooming Out on 2019

    What Your Quarterly Statements Don’t Tell You  “The stock market does not care about quarterly statements, so we believe that providing context is part of our job. Looking back to where the market has been, beyond the current year, allows us to see more of that important context.”   Read on for…

    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 Money movement.   Slow Mone…

    Whipsaws, Whiplash, and Algos

    After living through the worst quarter (Q4 2018) since 2011, we just experienced the best start to a year since 2012, with the S&P 500 Index up +13.5% and international equities up +10.3% in Q1 2019. As recently as December 2018, the S&P 500 Index was down -20.2% (peak-to-trough, 9/20/19-…

    Let's Get Real about Real Estate

    So you want to buy a house? Just make sure to take the time to make sure it’s your dream home—not a financial nightmare. Let’s bust some myths about real estate, shall we? Myth 1 – “Renting is throwing money away. I could own a home for the price I pay in rent.” …

    What's Your (Money) Relationship Status?

    It’s time to have a talk. The “what are we doing here?” talk. But this time, instead of sitting down with your significant other to talk about your relationship with each other, it’s time to have “the talk” about your relationsh…
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    Alexis Advisors Frequently Asked Questions

    • 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.