Talis Advisors Rebrands as Generational Wealth Advisors

By Generational Group


Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce that its wealth management division, Talis Advisors, is rebranding as Generational Wealth Advisors. In addition to the name change, a newly redesigned website has also been released: Generational Wealth Advisors.

Generational Group acquired a majority stake in Generational Wealth Advisors in October of 2018. Generational Wealth Advisors is an award-winning wealth management firm based in Plano, Texas, having earned national recognition from CNBC as a Top 100 fee-only wealth manager, among other honors. The firm develops personalized, unbiased strategies designed to help their clients grow, protect, and transfer their wealth. As a Registered Investment Advisor, the firm’s success stems from an advisory approach that is independent, objective, and based on Nobel Prize-winning financial economic research.

Brent Everett, Founder and Chief Investment Officer of Generational Wealth Advisors, stated, “Our strong partnership with Generational, an industry-leading investment banking firm, gives us congruency in our core values and a commitment to excellence that produces results for our clients. We are excited about the rebranding and newly designed website, which is a great reflection of who we are and the services we provide.”

Bob Lamse, President of Generational Wealth Advisors, added, “We are thrilled with our continued integration with the Generational family. The past six months have reinforced how well we are aligned with Generational’s philosophy of always putting the needs of the client first and foremost in everything we do.”

President and CEO of Generational Group, Ryan Binkley, stated, “It has been a real pleasure working with Brent and Bob, and the entire team at Generational Wealth Advisors over the past several months. We are excited about the synergies and our ability to now help our clients both unlock and preserve the wealth they have created in their businesses.”

About Generational

Headquartered in Dallas, Generational is one of the leading M&A advisory firms in North America.

With more than 350 professionals located throughout 17 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named the company Investment Banking Firm of the Year three years in a row, Valuation Firm of the Year in 2020, and North American Investment Bank of the Year in 2022 as well as Consulting Firm of the Year. For more information, visit https://www.generational.com.