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Our Services

Take a moment to explore our multidisciplinary approach and offerings.

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Our Award-Winning Team

Meet the Talis team. We bring you more than 100 years of collective experience.

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Our Blog

Our views on events, research and issues that impact you.

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Latest Blog

As the Securities and Exchange Commission continues to emphasize cybersecurity measures, advisors are having to feel their way when preparing for an audit. Brent Everett, Talis Advisors founder and partner, discusses internal cybersecurity audits and the current challenges in navigating this relatively new space in the Financial-Planning.com article, "Why choosing a cybersecurity auditor may be tougher than you think."

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Values. Expertise. Results.

Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas and now serving the Portland, Oregon area.  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, click on the video below or call us at 972.378.1795.

 

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Associations and Partners

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Our Tools

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Our Awards

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We have received awards from CNBC, D Magazine and Texas Monthly.

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Our Firm

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Our brochure provides a comprehensive overview of our firm.

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