Alexis is Greek for “helper, defender.”

The founder, Roberta Keller, started the firm in direct response to what she believed to be a need in the marketplace. To build a firm that focuses on sound advice, rather than product sales. To build a firm that is transparent in all that they do. To build a firm that focuses on consumer education, including understanding total costs and services received for fees paid.

Alexis Advisors offers investment management and financial planning services to families, women and small businesses. As a fee-only Registered Investment Advisor, their mission is advocate for the working professional – to engage, educate and elevate consumers in being informed, confident financial decision makers.

They believe that everyone should have a life plan – supported by a financial plan and you should be able to clearly understand how your money is invested, and how much you are paying for services rendered.When it comes to managing your money, they believe that the best offense is likely a good defense. They invest clients’ money in their proprietary portfolios. They actively manage exposure to equities in each of our portfolios with the goal of mitigating catastrophic losses.

Keywords: women, women-owned, ESG, environmental, climate, financial planning, investment management, financial advisory, Richmond, Virginia

Sector: Service with Minor Environmental Footprint
Size: 1-9 employees

B Corp Certified – Impact Score: 109.9