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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

We are proud to announce that Talis Advisors, for a seventh time, has been selected by D Magazine as a 2017 Top Wealth Manager. 

"Each time we are chosen, I feel blessed to have our team, our clients, and peers in the industry. This is always such a great opportunity to tell them 'Thank you!' It's nice to be recognized for doing what's in the best interest of your clients. We congratulate everyone who has been chosen this year," said Bob Lamse, president, and partner of Talis Advisors.

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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.

 

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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Our Partners

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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

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

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