info@tallusadvisors.com
+1-877-944-3560
Welcome to
Tallus Capital
The smart approach to your investments

Your Fiduciary Source for Investments and Financial Advice.

Tallus Capital Advisors is a fee-only Registered Investment Advisor, providing investment management services, strategic financial planning solutions, and financial advice.

Invest the Smarter Way

Where Traditional Principles and Modern Technology align.

Investment Management

Our professionally managed portfolios provide access to cost-effective, globally diversified, and fully customizable investment solutions. 

Employer Retirement Plans

Employer-sponsored plans help to attract and retain high-quality employees. From cost-control to compliance, and counsel to education, we’re on your side.

Consulting Services

Consulting Services are offered on a fixed project or hourly basis. Initial consultations are always complimentary.

Financial Planning

Successful financial planning begins with a conversation about your specific financial goals and objectives. Together, we’ll find the solutions to achieve them.

Tax-Efficient Investing

Tax-efficient investing helps manage taxable returns versus alternative processes. Partnering with tax professionals, we seek to optimize your year-end returns. 

Fee-Based Services

Competitive and transparent pricing structures remove traditional conflicts of interest, ensuring that your best interests are always our top priority. 

Meet Our Team

Adam Reugh

Wealth Management Advisor
Biography Adam joined Financial Advocates and founded Tallus Capital Advisors in April of 2015. He is the lead Advisor...
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Cheryl Karboski

Chief Compliance Officer
Biography Cheryl Karboski joined Financial Advocates in October 2013. Cheryl is the Chief Compliance Officer (CCO) of Financial...
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Jeremiah Francis

IT Manager
Biography Jeremiah joined the Financial Advocates team in 2012 as our Information Technology Manager. He is responsible for...
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Don't Hesitate to Ask!

Have a question? Interested in a complimentary consultation?
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Are your investments meeting your objectives?

Speak with a Registered Investment Adviser today (877) 944-3560