At Talis, we mean that figuratively and literally. Our qualified and experienced team has more than 100 years of collective financial industry experience. We function as a unit to make sure that every aspect of your financial needs can be met. This, combined with our focus on transparency and fiduciary duty, assures that you will always have an informed professional available to help you with your best interest at heart.


Did you know?

Our team members include CERTIFIED FINANCIAL PLANNER ™ Professionals, a Certified Public Accountant (CPA), insurance agents, and an AICPA certified Personal Financial Specialist.

We have access to unique funds not typically available to individuals or through retail investment channels.

We share the same philosophies as the world’s most respected financial economists, who literally wrote the book on investing.

We maintain a consistent focus on the latest financial economic research. As a team, we are able to cover substantial ground in digesting new information that keeps us abreast of the rapidly changing industry.