Who's in Your Corner.

Building a financial plan takes more than one person. We've brought together a carefully selected group of strategic resources 
so you have access to the right tools, the right oversight, and the right expertise, all working together on your behalf.
 

 



By working with an advisor who is free to recommend what's actually right for you, not pressured to sell certain products. LPL Financial is the nation's largest independent broker-dealer (As reported by Financial Planning magazine, 1996-2025, based on total revenue), and our affiliation with them means we have access to robust investment research and trading capabilities, while staying independent in the advice we give you.

 
 
 
 


Knowing that the advice you're receiving is held to the highest standard, not just the legal minimum. Independent Advisor Alliance provides the compliance oversight to our advisory clients and regulatory framework that governs how we operate, which means an independent set of eyes is always making sure our recommendations align with your goals and your best interest.

Tallus is proud to have been awarded the 2025 Chairman Award from IAA — the highest recognition IAA offers based on annual production, reflecting our commitment to the clients we serve.
 
 
 
 

Have an investment strategy that actually responds to what's happening in the world, not one that's set and forgotten. Horizon Investments serves as our Investment Policy Committee resource, helping us monitor market conditions, interest rate changes, and economic shifts so your portfolio stays aligned with your plan, not just with where things stood when we first built it.

 


Get a clear, complete picture of your entire financial life in one place. eMoney lets us map out your income, savings, expenses, and goals together, so you can see exactly how today's decisions affect your future, not just guess at it.

 


Protect the people you love with an estate plan that's actually easy to create and keep current. Trust&Will makes building or updating your will, trust, and beneficiary designations simple, so your wishes are clear and your family is taken care of, no matter what happens.
 

 


Find tax-saving opportunities most people never even know to look for. Holistiplan helps us scan your tax return for ways to keep more of what you earn, so tax planning becomes part of your strategy instead of an afterthought.

 


Understand exactly how much investment risk you're comfortable with, in language that actually makes sense. Nitrogen helps us measure your real risk tolerance and build a plan that matches it, so your investments feel right for you, not just "average" for someone your age.