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.