Tallus Capital Management is an independent financial planning firm founded on December 1, 2012. Based in the Portland metro area, we provide 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.

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.

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

A stack of papers on a desk. The page at the top of the pile has graphs and charts on it

Foundation

We build every relationship on trust, transparency, and understanding — creating a solid foundation that supports your goals today and tomorrow.

Joined hands for teamwork

Stability

Through disciplined planning and consistent guidance, we provide the confidence to stay steady through life’s changes and market shifts.

Businessman having meeting and discussing

Vision

We help you see the bigger picture — crafting a clear path toward your future so you can plan for tomorrow while living for today.


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