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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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Research has shown that a vital component of a positive investment experience is staying in your seat. We believe that it's our responsibility as your financial advisor to help keep you, the investor, focused on what really matters. This video titled "Tuning Out the Noise" helps illustrate this point. You can also click on the image to the right to view it.

Latest Blog

Generational Group is pleased to announce that one of its companies, Generational Capital LLC, has acquired a majority stake in Talis Advisors. The acquisition closed Oct. 1, 2018, and terms of the transaction were not disclosed.

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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, click on the video below or call us at 972.378.1795.

 

 

What's Your Risk Tolerance?

Take a minute to take our brief questionnaire to help get an idea of your risk tolerance.

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Associations and Partners

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Our Partners

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We choose to have relationships with an elite group of partners.

Meet Our Partners

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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