Alexis Grason
CFP®, RICP®
Spark Financial Advisors
Senior Financial Advisor
Alexis Grason
CFP®, RICP®
Spark Financial Advisors
Senior Financial Advisor
Raised by an independent, strong woman, my aim is to empower other women to organize their financial house and connect money to purpose. You are fully capable, so let's save you time and worry by chatting and seeing if now is the right time to work with a fee-only financial planner to take charge of your future. - Alexis Grason, CFP®, RICP®
We help business owners and dual-career couples create and enjoy financial freedom. Fee-Only financial planner located in Richmond, VA, serving clients in Northern Virginia and across the country
Alexis Grason is a Richmond, VA fee-only financial planner. Spark Financial Advisors provides retirement planning, comprehensive financial planning, and small business 401(k) planning to help families and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alexis Grason is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Alexis Grason is a Richmond, VA fee-only financial planner at Spark Financial Advisors.
Money can be stressful and messy especially when you throw the natural twists and turns of life into the equation. My 18 years in the industry has taught me there is power in creating a welcoming environment, so we can untangle the topic and simplify things together.
Women face unique challenges when it comes to seasons of life, family dynamics, earning potential, and longevity. I enjoy working with strong, resilient women who work hard, play hard, and have saved (or are working to save!) substantial wealth. These women want to feel heard, understood, and appreciated. They want to be part of the process of planning their future; these women need and want more than just investment advice.
When I’m not helping clients build abundant lives, I enjoy spending time with my family and two rescue pups. Reading a good book with a cup of tea is at the top of my list, too!
Alexis Grason is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
MORE THAN AN ADVISOR
At Spark Financial we blend financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to save money and solve problems.
Spark Financial Advisors works hard to build a foundation for your wealth:
Save in all the right places
Match your spending to your values
Open new career opportunities
Build financial confidence
Stick to your plan
Make your money work as hard as you do
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alexis Grason is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alexis Grason is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alexis Grason is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Alexis Grason is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Alexis Grason Serves on the Board as the Director of Women In Finance for the FPA Central Virginia Chapter
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Alexis Grason is a Highlighted Member of the National Capital Chapter of the Society of Financial Service Professionals
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Alexis Grason is Featured in the Washingtonian as a Top Financial Adviser
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Alexis Grason Discusses IRS 2023 Limits for 401k, HSA, IRA and Roth IRA
Contact Alexis Grason
Office Locations:
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413 Stuart Circle
Suite 220
Richmond, VA 23220
