Financial Planning in Johnson City, TN

Helping business owners, healthcare professionals, and retirees in Johnson City build wealth, minimize taxes, and plan for long-term financial success.

Start Your Financial Plan Today

Smart Financial Planning for Johnson City Residents

As the largest city in the Tri-Cities, Johnson City is home to a growing professional community, thriving local businesses, and a large retiree population. At Talley Financial, we understand the unique financial needs of Johnson City families, entrepreneurs, and professionals.


We specialize in helping:

  • Business owners develop tax-efficient financial strategies for growth & succession.
  • Professionals in healthcare, education, and tech maximize income and build long-term wealth.
  • Retirees create sustainable income strategies for a confident retirement.
Start Your Financial Plan Today

Financial Services for Johnson City Residents

Johnson City is home to a diverse professional community, successful small businesses, and a growing number of retirees. We provide:

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 Johnson City

I’ve spent years helping Johnson City families, professionals, and business owners make informed financial decisions. Whether you’re launching a business downtown, working in healthcare, or preparing for retirement, our financial strategies are designed to fit your life.


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.


Regardless of what stage of life you find yourself in, you deserve a financial plan that’s designed for your unique goals.

Talk to a Johnson City Financial Advisor

Meet David Talley, CFP®, EA – Your Johnson City Financial Advisor

As a financial planner based in Johnson City, TN, I work with clients across the Tri-Cities region to help them make confident financial decisions. Whether you’re a business owner planning for growth, a professional building long-term wealth, or a retiree preparing for the future, having a clear financial strategy is essential.


At Talley Financial, we specialize in:

  • Business financial planning & tax strategies for entrepreneurs and small business owners.
  • Retirement income planning & 401(k) rollovers for professionals and retirees.
  • Investment management strategies designed to grow and protect wealth long-term.
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 Johnson City both in-person and virtually, making it easy for local 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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