Tallus Capital Management is an independent financial planning firm founded in 2012. Based in Oregon City and Bend, Oregon, we serve clients throughout Oregon and nationwide, providing client-centered financial planning built around a structured, personalized process, not one-size-fits-all recommendations.
What Makes Tallus Capital Management Different?
At Tallus Capital Management, the client leads how we serve. Our financial planning process begins with your cash flow, goals, and values, because every financial decision should support where you want to go.
We don’t start with products.
We don’t start with investment returns.
We start with you.
That means building a plan around tax-efficient strategies, retirement income planning, and estate and legacy planning, all working together, not treated as separate pieces.
Who We Serve
We work with individuals, families, and retirees at various stages of life. Whether you are building wealth, preparing for retirement, or navigating a business transition, our process adapts to your situation.
Led by a CFP® professional, Tallus has over 60 years of combined industry experience, our team brings both deep expertise and a personal approach to every client relationship.
Business Retirement Plans
We also help small businesses design retirement plans that retain and reward employees. From SIMPLE IRAs to 401(k) plan guidance, we help business owners create meaningful benefits that reflect what matters most, their people.
Products and Services
Meet our Financial Advisors
Our Guiding Values
Foundation
We build every relationship on trust and transparency, a solid foundation that supports your goals today and for years to come.
Stability
Through disciplined planning, we help you stay steady through market swings and life's changes, not just react to them.
Vision
We help you see the bigger picture, and build a clear path toward it, so you can plan for tomorrow while living for today.
