555-555-5555
mymail@mailservice.com
Call David today: 423-617-0160
Trusted Financial Advisor in Johnson City, TN
Helping Johnson City families, entrepreneurs, and executives navigate every financial decision with clarity.
Who We Are & Who We Help
Talley Financial was founded right here in Johnson City. We deeply understand the unique financial goals and challenges facing our local community, specifically entrepreneurs, healthcare professionals, executives, and pre-retirees. Whether you're aiming for financial independence, looking to optimize your tax efficiency, or preparing to confidently transition into retirement, our personalized strategies provide the clarity and direction you need.
Why Choose Talley Financial?
At Talley Financial, based in Johnson City, TN, we take a different approach to wealth management. Our process prioritizes
financial planning first—before investment decisions—so you get a
strategy tailored to your goals, not just a portfolio.
Strategies Over Products
We focus on delivering proactive, personalized strategies and actionable financial advice—not on selling specific financial products. It’s our insights and guidance that truly create value.
Entrepreneurs & Pre-Retirees Focus
We have deep expertise helping entrepreneurs integrate business and personal wealth, and guiding pre-retirees through tax-efficient retirement decisions.
Dual Expertise:
CFP® & EA
Financial planning with proactive tax strategy—our unique combination ensures you’re prepared for every important financial decision.
Financial Services Designed for You
Comprehensive Financial Planning
Personalized strategies to clarify your financial life and achieve your goals.
Retirement Planning
Secure your future with retirement strategies tailored specifically for you.
Investment Management
Disciplined portfolios carefully designed around your financial objectives and risk comfort.
Proactive Tax Planning
Strategically reduce your taxes through proactive planning provided by Talley Tax Solutions.
Meet David Talley, CFP®, EA – Your Johnson City Financial Advisor
As a financial planner based in Johnson City, TN, I work closely with local families, healthcare professionals, executives, and entrepreneurs. My mission is to help you navigate complex financial decisions clearly, achieve your goals, and build lasting financial confidence.
Your Clear Path Forward
1.
Introductory Call: Clearly discuss your financial situation, primary concerns, and ensure a mutual fit.
2. Personalized Strategy Session: Gain immediate clarity around your financial opportunities and strategic next steps.
3. Customized Financial Roadmap: Receive your concise financial roadmap clearly outlining your prioritized next steps and financial objectives.
4. Ongoing Guidance & Adjustments: Regular proactive reviews to clearly align your financial plan with your changing life and market realities.
What Our Johnson City Clients Say About Working With Us
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“I’ve worked with David for years on everything from financial planning to setting up businesses and trusts. I can’t say enough good things!”
- Joe Howard
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“Working with Talley Financial has been one of the best decisions I’ve made for my business. David provides proactive strategies that have helped me scale while keeping more of my hard-earned money.”
- Jennifer Pritchard
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“David Talley goes above and beyond for his clients. From the very first meeting, I knew I was in good hands. Highly recommend!”
-
Juan Diaz
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.
Please see our Google page for more reviews
Frequently Asked Questions
How do I choose a financial advisor in Johnson City, TN?
Choose a fiduciary advisor experienced in your specific needs, offering structured processes, transparent fees, and specialized expertise.
What financial planning services do you offer Johnson City residents?
We offer personalized financial planning, proactive tax strategies (via Talley Tax Solutions), retirement planning, and disciplined investment management.
What should I expect from an initial strategy session?
Expect clarity about your financial situation, immediate opportunities, and clear actionable next steps without pressure.
What makes Talley Financial different from other advisors in Johnson City?
Our integrated approach uniquely combines financial planning, proactive tax strategies, and disciplined investment management to optimize your finances.
Do you offer virtual or in-person meetings?
We offer both virtual and in-person meetings, adapting flexibly to your preferences and schedule.
Let’s Build Your Financial Plan Today
Take the first step toward financial confidence with personalized guidance.
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Get In Touch
Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.
For more information on your Financial Professional
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member
FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.
Cambridge
form CRS.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Testimonials are 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.
Please see our Google page for more reviews
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