Based in the Dallas suburb of Plano, Texas, Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice to our clients without the conflicts of interest that exist in the typical commission-driven advisor relationship. As a fiduciary, it is our duty to put the best interest of our clients first at all times. Learn more about the advantages of working with a Registered Investment Advisor at RIA Stands For You.
Our award-winning team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and experts with extensive experience in wealth management - including financial/retirement planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds), AQR, Vanguard and Goldman Sachs.
To learn more about how we're different from Wall Street firms and the typical retail financial business, call us at (972) 378-1795 or read our firm brochure.
R. Scott Maxwell On Early Holiday Shopping
VP of Wealth and Retirement Income Planning, R. Scott Maxwell, MBA, CFP®, was featured on KTEN NBC 10 News Today.
As a fan of Simon Sinek's bestseller, Start with Why, I had to read his second book - particularly, after a very good client (thanks, SG) mentioned it to me. If you're trying to build a team that can perform at a high level, whether that's in a small business or part of a larger one, this is something you should read. If you're not familiar with Sinek, his TEDTalk based on Start with Why is the second most popular video of all time on TED.com.