Alexis Advisors provides wealth management and financial planning services for women and families. They offer investment portfolios focused on socially responsible and values-based investing.
Mission statement
“To advocate for the working professional by engaging, educating, and elevating consumers through transparent, fee-only financial planning and investment management.”
Added 2026-06-07T00:00:00+00:00 · last updated 2026-06-07T00:00:00+00:00Informational only; not legal advice. Verify against the sources above before relying on this entry.