You are the reason we founded Talisman Wealth Advisors. After working at a large publicly traded financial services company for many years, we saw a need to do things differently. We chose to create a fee-only independent firm where we are no longer subject to pressures from institutional owners and shareholders. This gives us the freedom and flexibility to provide you with a better experience—truly objective advice in your best interest. That includes our ability to offer a wider range of investment solutions, supported by advanced technology that creates better access to information, planning and performance reporting.
About us
We want you to be inspired –
to make the most of your financial situation, to solve any money concerns through goal-setting and thorough planning, to be excited about the opportunities that lie ahead to find the purpose of your wealth
Our Clients
Entrepreneurs &
corporate executives
who are at any stage of their working lives, from wealth building to exit events
Pre-retirees &
retirees
eager to ensure the assets they’ve earned and gathered will be sufficient for their retirement
Women & other
underserved groups
who don’t feel they’re heard or represented by traditional financial service providers
Multigenerational
families
concerned about sustaining their legacy for the benefit of their children, their communities, and their chosen charities
In each case, we help our clients better understand the financial impact of their situations, evaluate their options with clarity, and make decisions with greater confidence.
With a combined experience of over 30 years helping clients make the most of their wealth, our team provides life-centered financial planning from a high-level, long-range outlook, to the intricacies of analyzing day-to-day budgets.
We consider our client relationships as partnerships in which we collaborate but also guide, applying our knowledge of behavioral finance to educate and inspire our clients.
Our experience
With a combined experience of over 30 years helping clients make the most of their wealth, our team provides life-centered financial planning from a high-level, long-range outlook, to the intricacies of analyzing day-to-day budgets.
Client relationships
We consider our client relationships as partnerships in which we collaborate but also guide, applying our knowledge of behavioral finance to educate and inspire our clients.
FAQ
Why did you choose to start your own firm?
What does fiduciary duty mean?
A fiduciary is defined as a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. As your fiduciary, we are bound both legally and ethically to act in your best interests. But we believe that being a fiduciary is more than a legal requirement – it is a mindset that defines the culture of our firm. We strive to be your true advocate and steward with an even higher level of care and dedication.
Where will my assets be held? How do I know my assets will be safe with a new custodian?
After an exhaustive evaluation process, Talisman Wealth Advisors recommends the custodial services of LPL Financial (“LPL”), a publicly traded company under ticker symbol LPLA with over $1 trillion in assets under administration. Established in 1989, LPL Financial provides an advanced platform for elite independent advisors. LPL provides custody, clearing and compliance for clients’ assets. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Through LPL, Talisman can access an unbiased, open architecture of resources for every facet of financial advice, guidance and asset management. We also recommend LPL based on the measures they take to protect client assets; its size provides the assurance of their strength and capabilities. Further, LPL leads the industry in financial technology development including protecting against cybersecurity risks. We are confident your assets are safe there. For more information about LPL Financial, visit www.lpl.com.
What will happen to my banking relationship?
The way you handle banking does not have to change, or it can if you choose. The same features you enjoy today will be available with us, including the ability to move money between investment and bank accounts, disbursement of required minimum distributions, contributions to savings or any other cash movement you need. We may be able to offer more options for cash management than you have available now. If you decide you would like to change your banking relationship, we can help.
How do my assets move to you?
It would be our honor to work with you and grow our relationship. Our team will work closely with you to ensure a smooth transition. We will guide you on completing any paperwork needed to move your accounts. If you are already working with another firm, we can reestablish existing attributes and services such as automatic transfers and authorizations. Most documents required can be executed through electronic signature. We will be able to transfer your assets to LPL Financial as is (with very few exceptions) in a seamless process. Once transitioned, you will be able to see and access your accounts through our website or directly through LPL Financial’s portal.
