555-555-5555
mymail@mailservice.com
Call David today: 423-617-0160
Talley Financial: Your Johnson City Financial Advisor
Talley Financial provides personalized financial planning and investment management services to individuals, families, and business owners in Johnson City, TN.
Financial Advisors in Johnson City, TN
About Talley Financial: Your Trustworthy Partner
Our Mission
At Talley Financial in Johnson City, TN, we recognize that the path to financial success is as unique as the individuals we serve. Our mission is to provide empowering, personalized financial planning solutions tailored to your specific circumstances and objectives.
Our Approach
Our founder, David Talley, brings a fresh perspective to financial planning in Johnson City, TN. With years of experience and a deep understanding of the challenges faced by business owners and those nearing retirement, David is not your average financial advisor. He creates an environment where what matters to you takes center stage.
We believe in:
- Transparency and integrity
- Breaking down complexities into clear, actionable strategies
- Partnering with you to achieve your financial goals
Why Choose Talley Financial?
Whether you're focused on scaling your business, maximizing your assets, or transitioning into a comfortable retirement, our dedicated team in Johnson City, TN, is here to help. We take the time to listen to your needs, aspirations, and concerns, crafting a personalized roadmap that aligns with your vision for the future.
At Talley Financial, we're not just advisors – we're partners invested in your success. Let us guide you towards the financial future you want in Johnson City, TN.
Comprehensive Financial Advice for Every Stage of Life

Whether you're focused on scaling your business, preparing for retirement, or managing your wealth, Talley Financial offers tailored solutions to meet your specific needs. Our experienced team provides expert guidance in:
- Investment Management:
Grow your wealth with strategies designed for your risk tolerance and financial goals.
- Retirement Planning:
Develop a comprehensive plan for a comfortable and fulfilling retirement.
- Tax Planning:
Minimize your tax liability and optimize your financial strategies.
- Estate Planning: Protect your assets and ensure your legacy.
- Business Planning: Purchase or exit your largest asset with strategies to drive growth, improve efficiency, and help ensure long-term success.
Services
Financial advisory services are available all inclusive or a la carte. You decide.
Financial Planning
Planning your financial future helps you gain clarity about where you're headed and a sense of focus on what matters today.
Including any or all of the following:
- A Comprehensive Financial Plan
- Retirement Planning
- Estate Planning & Document Creation
- CFP® on Retainer
Investment Management
Have a professional take over the day to day decisions of what investments you should own and the ongoing management of when to make changes.

Your portfolio design is constructed based on your goals and desire to take on risk, then managed on a discretionary basis - totally handled by your advisor.
Tax Strategy & Planning
Strategies curated to your unique situation and carried out on your tax return by the same team.
Most people don’t realize they could be paying less in taxes because they don't know what they don’t know. Hand over the burden of finding ways to lower your tax bill to a tax strategist that understands your full financial picture.
Our Team
Our dedicated team is here to empower you with personalized financial solutions that prioritize your unique needs.
David Talley, CFP® EA
Founder & Advisor
The lead advisor and strategist for your financial life. Think of him as an entrepreneur that just happens to be a financial advisor.
He lives in Johnson City, TN with his wife, and two kids. He loves to play golf, hike, read, and travel.
Ashlynn Kellner, FPQP
Paraplanner
Think of Ashlynn as your financial life concierge.

In her free time she enjoys spending time with her son Ayden who is usually on the basketball court or the football field. She also enjoys spending time with her German Shepherd, Gabe, being outdoors and traveling.
Stephenee Carberry
Operations Coordinator
All money movement flows through Stephenee. So if you have investments managed with us she's in charge of everything but strategy.
She married her high school sweetheart in 2023, who she loves to spend quality time with. She is happiest during the summer months and being at Tennessee football games (Go Vols!).
Located in Johnson City, TN
Our office
203 Broyles Dr Ste 301
Johnson City, TN 37601
Call us
423-617-1060
Hours
- Mon - Fri
- -
- Sat - Sun
- Closed
Menu
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.
New Paragraph