Values. Expertise. Results.
Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives.
We work for you, our client, and therefore make decisions that are in your best interest. We have no incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with competence and objectivity driven by a focus on Nobel-prize winning financial economic research.
To learn more about how we're different from Wall Street and the typical retail financial advisor, call us at 972.378.1795.
University of Chicago Booth Professor and Nobel-prize winning economist, Eugene Fama, talks about the evolution of modern finance.
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.