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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.

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Our Awards

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

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Our Firm


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

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