Olexy Advisors

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

3957 Westerre Pkwy Ste 402, Henrico, Vir...

Phone Number

(804) 665-1518

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Olexy Advisors

Kristopher Olexy Financial Planning Services specializes in personalized financial planning, focusing on retirement, estate, investment, insurance, and tax strategies. The firm acts as fiduciaries, prioritizing the unique goals and challenges of individuals, families, and businesses. They particularly cater to physicians, understanding the evolving financial needs throughout a medical career. Their structured financial plans aim to simplify complex financial questions and guide clients through life's milestones.Explore more
Olexy Advisors's Social MediaPopular SearchesOlexy Advisors LLCJoshua Hutchinson, CRPC, WMS, Financial AdvisorJoshua Hutchinson, WMS, Financial AdvisorKristopher T Olexy, CFP®, AIF®OlexyadvisorsSIC Code 62,628NAICS Code 52,523Show more

Olexy Advisors Org Chart

PhoneEmail
SL
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Olexy Advisors

<$5M
1-10
Private
-
2017
SL
Stacey LisiManager, Operations
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2002
Steve DeCesare, CFP Professional, President, Founder at DeCesare Retirement Specialists
Steve DeCesareCFP Professional, President, Founder
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2017
JM
Jeremy MellbergFinancial Advisor
<$5M
1-10
Private
-
2016
TR
Todd ReepPresident & Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Olexy Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Olexy Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Olexy Advisors.

Olexy Advisors Tech Stack

A closer look at the technologies used by Olexy Advisors

Top Finance Companies

Frequently Asked Questions Regarding Olexy Advisors

What is Olexy Advisors's official website?
Olexy Advisors's official website is www.olexyadvisors.com
What is Olexy Advisors's Revenue?
Olexy Advisors's revenue is <$5 Million
What is Olexy Advisors's SIC code?
Olexy Advisors's SIC: 62,628
What is Olexy Advisors's NAICS code?
Olexy Advisors's NAICS: 52,523
How many employees does Olexy Advisors have?
Olexy Advisors has 1-10 employees
What industry does Olexy Advisors belong to?
Olexy Advisors is in the industry of: Finance, Securities Trading
What is Olexy Advisors competition?
Olexy Advisors top competitors include: ECL Private Wealth Management, Richardson Retirement Solutions, Reep Wealth Planning, DeCesare Retirement Specialists
What technology does Olexy Advisors use?
Some of the popular technologies that Olexy Advisors uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact Olexy Advisors?
Olexy Advisors contact info: Phone number: (804) 665-1518 Website: www.olexyadvisors.com
What does Olexy Advisors do?

Kristopher Olexy Financial Planning Services specializes in personalized financial planning, focusing on retirement, estate, investment, insurance, and tax strategies. The firm acts as fiduciaries, prioritizing the unique goals and challenges of individuals, families, and businesses. They particularly cater to physicians, understanding the evolving... financial needs throughout a medical career. Their structured financial plans aim to simplify complex financial questions and guide clients through life's milestones.Read More

What are Olexy Advisors social media links?
Olexy Advisors Facebook page
Is Olexy Advisors a public company?
Olexy Advisors is private company therefore does not currently have an official ticker symbol
See more information about Olexy Advisors

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