Does Any of This Sound Familiar?
Juggling a Business, Falling Behind on Planning
Cash flow is complex, taxes are high, and personal wealth feels like an afterthought. You’ve built success—now it’s time to protect it.
Compensation Plans, But No Clear Strategy
You’ve got RSUs, bonuses, and a growing portfolio—but no real plan. You want clarity, not more spreadsheets.
Retirement Is Closer - and Riskier - Than You Thought
You’re successful, but wondering: Am I really on track? You want a smart plan to retire well without overspending—or overworking.
Meet David Talley, CFP®, EA
Your Guide to Financial Clarity
I started Talley Wealth to help successful people simplify complex financial lives. Whether you’re growing a business, planning an exit, or preparing for retirement, you deserve clear, proactive advice— not more noise or generic planning.
Every client journey begins with a simple conversation to see if we’re a good fit. No pressure. No sales pitch. Just clarity.
What It's Like to Work With Us
1.
Intro Call (15 Minutes):
A short, no-pressure conversation to talk about what’s going on and see if we’re a good fit. No prep needed.
2. Strategy Session (60 Minutes): We’ll walk through a personalized Strategy Overview and talk through the areas that matter most—your questions, your concerns, and what to focus on next.
3. Take the Next Step, Together: If you decide to move forward, we’ll get to work—applying the ideas we discussed and improving things together. And if it’s not the right time, that’s okay too. You’ll still walk away with clarity, direction, and a few helpful ideas to move forward on your own.
Choose Your Path to Financial Confidence
Build Personal Wealth From Business Success
Align your business growth with personal financial clarity. We help you manage cash flow, taxes, and long-term goals without dropping the ball on either side.
Optimize Equity Comp & Liquidity Events
You’ve earned it—now make it work for you. From RSUs and bonuses to deferred comp and taxes, we help turn complexity into clarity.
Retire With Clarity & Confidence
You’ve worked hard to get here. We’ll help you create a retirement strategy that reduces risk, minimizes taxes, and makes the most of what you’ve built.
What Clients Near Johnson City Are Saying
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Financial Services Designed for You
We integrate planning, investment, and tax strategy—so every part of your financial life works together.
Financial Planning
Personalized strategies built around your goals—mapped out with clear priorities and real implementation support.
Retirement Planning
Build a personalized income strategy that minimizes taxes, reduces uncertainty, and supports your lifestyle now and later.
Investment Management
Align your portfolio with your long-term plan. Focused on strategy, not speculation.
Tax Planning
Proactive strategies to reduce your tax burden now and in the future—including business, investment, and retirement tax guidance.
Free Guides to Start Simplifying Your Finances
You Don't Need All the Answers — Just a Conversation
Book your 15-minute intro call to take the first step toward clarity and confidence.
