Talis Advisory Services Llc Careers in Dallas, TX

Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. Our services include financial planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds). Our award-winning team includes CPAs, CFP®s, attorneys and other experts with many years of experience in wealth management. As a fee-only Registered Investment Advisor, we have no conflicts of interest and are able to focus on our first priority: our clients. As a fiduciary, it is our duty to put the best interest of our clients first at all times. Specialties Wealth Management, Portfolio Design and Management, Comprehensive Financial Planning, Risk Management