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About Us

Tallus Capital Advisors was formed in 2015 to better serve clients as an independent advisory services firm. Our focus is on the success of the clients we serve.

We believe that financial planning is a lifelong journey -- not a singular event. Our process is designed to guide clients toward their long-term goals by utilizing collective intelligence and financial modeling to facilitate a prudent decision-making process with steady hands. 

We recognize the importance of serving as fiduciaries to our clients and removing conflicts of interest found in our industry. Our fee-based structure removes the incentives of commission-generating investment products. Additionally, we are 100% employee-owned, giving our team of seasoned professionals the freedom and independence necessary to objectively serve clients.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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