Alexis Advisors, LLC is attending a conversation at Third Act RVA on September 29th about socially responsible investing.
Public source
Publisher name
Public post
Looking forward to joining Third Act RVA on September 29th for a conversation about socially responsible investing. Hope to see you there!
Company
Alexis Advisors, LLC
Alexis: Greek: "Helper, Defender, Advocate." Advocating for women & families to be informed, intentional wealth builders
- Industry
- Financial Services
- Location
- Richmond, US
- Company size
- 2–10 employees
About Alexis Advisors, LLC
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. Alexis Advisors, LLC is a registered investment advisor in the Commonwealth of Virginia and Pennsylvania.
See moreDiscover more
Similar signals
Similar public activity from other companies.
Presence & Recognition
NEST Capital
NEST Capital is hosting a roundtable discussion on the markets and economy at the Wells Fargo Investment Institute on Wednesday, September 9 at 4:15 E.T.
Presence & Recognition
Authentikos Advisory
Authentikos Advisory is hosting a working session at the next Olive Institute workshop covering healthcare costs in retirement.
Presence & Recognition
Ellevest
Ellevest hosted a live discussion on Thursday, September 10 featuring Kaitlin Horsch, CFP, and Ankur Patel, CFA, covering recent market events and economic outlooks
Presence & Recognition
US SIF
US SIF is attending the TIIP - The Investment Integration Project event on September 25.
Presence & Recognition
Talisman Wealth Advisors