Alexis Advisors

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Alexis Advisors Independent, fee-only wealth management for women, by women. Focused on mindful money management. Educate
We are advocates for the individual investor.

Engage
We address what we see as gaps in the marketplace by providing a conversation and planning process that is respectful and transparent. We ask and answer questions to educate and inform. Elevate
By engaging and educating, we hope to elevate you to become confident financial decision makers, equipped with the knowledge that you are taking the steps necessary to achieve the vision you have for your life. Alexis Advisors, LLC is a registered investment advisor in the Commonwealth of Virginia and Pennsylvania.

We were happy to join the Third Act RVA community this week as Roberta Keller spoke about socially responsible investing...
10/02/2026

We were happy to join the Third Act RVA community this week as Roberta Keller spoke about socially responsible investing and aligning investments with the values that matter to investors.

Thank you to Third Act RVA for inviting Roberta and for bringing the community together for such a thoughtful conversation!

Just one week to go! Roberta will be joining Third Act RVA next Tuesday for a conversation about socially responsible in...
09/22/2026

Just one week to go! Roberta will be joining Third Act RVA next Tuesday for a conversation about socially responsible investing. We’d love to see you there! RSVP to [email protected]

What role can your investments play in creating a positive impact? Join Third Act RVA and Roberta Keller on September 29...
09/09/2026

What role can your investments play in creating a positive impact? Join Third Act RVA and Roberta Keller on September 29th for a conversation about socially responsible investing. RSVP to [email protected]

Looking forward to joining Third Act RVA on September 29th for a conversation about socially responsible investing. Hope...
09/03/2026

Looking forward to joining Third Act RVA on September 29th for a conversation about socially responsible investing. Hope to see you there!

We hope you will join us to learn more about Demystifying Socially Responsible Investing.  September 29th 5pm at Gather ...
08/31/2026

We hope you will join us to learn more about Demystifying Socially Responsible Investing. September 29th 5pm at Gather Scott’s Addition. RSVP to [email protected] as spots are limited!

DEMYSTIFYING SOCIALLY RESPONSIBLE INVESTING
With Roberta Keller, Founder and CEO of Alexis Advisors
Sept. 29th, 2026 5pm / Gather, Scott's Addition 2920 W. Broad St.

If you’ve changed how you vote, shop, eat, travel and advocate for climate action, what about your investments? Join Roberta Keller for an engaging conversation that cuts through politics and misinformation surrounding sustainable investing. So mark your calendars and join us for this dynamic presentation. RSVP at: [email protected].

If market uncertainty has been on your mind, this is a great opportunity to gain clarity. Join Roberta Keller, Portfolio...
04/27/2026

If market uncertainty has been on your mind, this is a great opportunity to gain clarity.

Join Roberta Keller, Portfolio Manager and CEO of Alexis Advisors, for a live Stock Market Update tomorrow, April 28 at 12 PM ET. We’ll cover what’s driving today’s market, how it compares historically, and how we’re evaluating risks and opportunities moving forward.
Bring your questions — there will be time for Q&A.

Last chance to register: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Market uncertainty can feel unsettling — but it’s not new. History gives us valuable perspective.In our upcoming Stock M...
04/23/2026

Market uncertainty can feel unsettling — but it’s not new. History gives us valuable perspective.
In our upcoming Stock Market Update on April 28 at 12 PM, Roberta Keller, Portfolio Manager and CEO of Alexis Advisors, will walk through:
• How today’s environment compares to past market cycles
• Why diversification remains critical in times like these

Join us for a thoughtful, data-driven conversation.
Register here: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Markets have been navigating a new wave of uncertainty — and understanding the bigger picture matters more than ever.Joi...
04/17/2026

Markets have been navigating a new wave of uncertainty — and understanding the bigger picture matters more than ever.

Join us on April 28 at 12 PM for our next Stock Market Update with Roberta Keller, Portfolio Manager and CEO of Alexis Advisors. We’ll provide historical context around today’s environment, address common economic concerns, and discuss the importance of diversification.

Register here: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Profit. People. Planet.That’s the Triple Bottom Line. Roberta Keller explores why it matters for today’s investors.👉 Lea...
11/21/2025

Profit. People. Planet.
That’s the Triple Bottom Line. Roberta Keller explores why it matters for today’s investors.
👉 Learn more here: https://alexisadvisors.com/the-triple-bottom-line-a-sustainable-approach-to-business/

What Is the Triple Bottom Line—and Why Should Investors Care? When it comes to investing, returns matter—but they’re not the whole story. More and more individuals are asking how their money can do more: support people, protect the planet, and still provide a solid profit.In our recent feature...

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Richmond, VA

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