Our Services

Take a moment to explore our multidisciplinary approach and offerings.


Our Award-Winning Team

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


Our Blog

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



Talis Advisors wishes you a happy and safe Thanksgiving!

(The Talis offices will be closed on Thanksgiving Day and be open from 8:30 a.m. to noon on Friday, Nov. 27. )



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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, call us at 972.378.1795.


Our Partners


We have exclusive relationships with an elite group of partners that benefit our clients.

Meet Our Partners

Our Awards

Our team has consistently been recognized by notable publications such as CNBC, D Magazine and Texas Monthly.

Visit Our Awards Page

Our Firm


Our brochure gives a comprehensive overview of our firm, philosophy and services.

View Our Brochure

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