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.
Nobel-Prize-Winning-Economist Myron Scholes reflects on Dimensional's beginnings and its unique approach to investing.
In January of 2013, the 2012 Tax Act was signed into law and made several important revisions to the tax code that has effected estate planning especially related to “bypass” trust planning. We want to take a moment to review these changes as we approach the end of the year in the event that any or all of them might pertain to you.