Talis founder, Brent Everett, spent 15 years as a client of big Wall Street firms and never felt confident that there was a cohesive strategy or that his interests were being considered. After retiring from the semiconductor industry, he spent time helping friends and family members invest their money. He soon realized that there had to be a better way and the independent fiduciary model was exactly that.
Talis Advisors now offers wealth management services that range from financial planning to risk management. We apply our fiduciary duty to each piece of the process ensuring that our clients' financial futures have been designed with their needs and goals in mind.
Click the video to learn 'Why Talis?'