Our no-commission, flat-fee approach means that as fiduciaries, we have your best interests in mind.

As your life changes, we aim
to help you achieve your changing financial goals.

Your financial journey should be with traveling companions who care about you.

Since 1986 our team has helped investors navigate changing economic environments.

Growth Investing

Growth Investing

Income Investing

Income Investing

Risk Management

Risk Management

Retirement Planning

Retirement Planning

Grow Your Assets

Grow Your Assets

Are you looking to grow your assets? Are you seeking an investment strategy that will help build your net worth over time? Find out about our approach.

Seeking Income

Seeking Income

Is income your primary investment goal? Do you want solutions designed for your unique tax situation and objectives? See what Telos can offer!

Manage Risk

Manage Risk

Are you concerned about investment risk? Do you want to find methods to keep risk low? Find out more!

Retirement Planning

Retirement Planning

Planning for the future is one of the most important steps toward reaching your financial goals. At Telos we take an in-depth look at our clients’ financial situations to advise them on steps to a better financial future.

Sign up for our Quarterly Newsletter or a Complimentary Portfolio Review

Thank you!
Oops!