Financial Planning in Bristol, TN & VA

Helping business owners, healthcare professionals, and retirees in Bristol, TN & VA build wealth, minimize taxes, and plan for financial security.

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Smart Financial Planning for Bristol, TN & VA Residents

Bristol is a unique city that spans two states, offering different tax structures and financial planning considerations. With a mix of small business owners, healthcare professionals, and retirees, financial planning in Bristol requires a personalized approach.


At Talley Financial, we specialize in helping:

  • Business owners create efficient financial structures for growth & retirement.
  • Healthcare professionals navigate tax planning and long-term wealth strategies.
  • Retirees make the most of their pensions, 401(k) rollovers, and estate plans.


Whether you’re preparing for retirement, growing your investments, or optimizing taxes, we’re here to help.

Start Your Financial Plan Today

Financial Services for Bristol Residents

At Talley Financial, we help Bristol business owners, retirees, and professionals take control of their financial future. Whether you’re planning for retirement, growing your investments, or minimizing taxes, we provide personalized strategies tailored to your needs.

Financial Planning

Comprehensive wealth-building strategies designed around your goals, income, and risk tolerance.

Retirement Planning

Smart strategies to protect and grow your income so you can retire with confidence.

Tax Strategy & Planning

Proactive tax planning to reduce your lifetime tax burden and maximize savings.

Financial Planning from Someone Who Knows Bristol

I was born and raised in Bristol, living on the Tennessee side before graduating from Virginia High School. I know firsthand the unique financial challenges and opportunities Bristol residents face, from navigating Tennessee’s tax advantages to planning for retirement in Virginia’s tax structure.


At Talley Financial, we work with:

  • Small business owners who need strategies for tax efficiency, business growth, and retirement planning.
  • Healthcare professionals navigating high-income tax strategies, investment management, and long-term wealth growth.
  • Retirees looking to make informed decisions about pensions, 401(k) rollovers, and estate planning.


Whether you live in Bristol, TN or Bristol, VA, you deserve a financial plan that’s designed for your unique goals.

Talk to a Bristol Financial Advisor

Meet David Talley, CFP®, EA – A Bristol Native Helping Local Families & Businesses

I was born and raised in Bristol, living on the Tennessee side before graduating from Virginia High School. Growing up here, I understand the financial challenges Bristol residents face—whether it’s navigating Tennessee’s tax advantages or planning for retirement under Virginia’s tax structure.


At Talley Financial, I help:

  • Small business owners structure their finances for long-term growth and tax efficiency.
  • Healthcare professionals maximize income and plan for early retirement.
  • Retirees navigate pension rollovers, 401(k) strategies, and estate planning.


Whether you’re in Bristol, TN or Bristol, VA, my goal is to simplify financial decisions and create a strategy that works for you.

Schedule a Call with David

What Our 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 

Work With Us In-Person or Virtually


At Talley Financial, we work with clients in Bristol both in-person and virtually, making it easy for Bristol residents to access expert financial guidance.

Whether you prefer to meet via Zoom, phone, or in our Johnson City office, we provide the same high-level financial planning tailored to your needs.

Let’s Build Your Financial Plan Today

A smart financial plan gives you clarity, confidence, and peace of mind. Whether you’re a business owner, retiree, or high-income professional in Kingsport, we’re here to help you make informed, strategic financial decisions.

Schedule Your Strategy Session
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