Trusted Financial Advisor in Johnson City, TN
Helping Johnson City families, entrepreneurs, and executives navigate every financial decision with clarity.
Financial Planning Tailored for Johnson City Residents
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 as Your Independent Financial Advisor in Johnson City?
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 personalized financial guidance and actionable strategies—not selling financial products. Our value is in clear insights and strategic advice.
Dual Credentialed Tax & Wealth Expertise
With both CFP® and EA credentials, we uniquely combine proactive tax planning and personalized financial strategies, helping you optimize taxes, enhance growth, and confidently navigate every financial decision.
Relationship-Focused Fiduciary Advice
We don’t just manage money—we build long-term partnerships. As fiduciaries, our advice is always clearly aligned with your best interests, giving you clarity and confidence through every stage of your financial journey.
Comprehensive Wealth Management in Johnson City, TN
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
What’s the difference between a financial advisor and financial planner in Johnson City?
In Johnson City, a financial advisor often emphasizes investment strategies and managing your assets, while a financial planner provides a broader, comprehensive approach—covering everything from retirement and estate planning to proactive tax strategies tailored specifically to your financial goals.
How much does a financial advisor cost in Johnson City, TN?
Fees vary among Johnson City advisors. Most advisors charge around 1% of managed assets annually. At Talley Financial, we transparently structure fees based on your personal needs and complexity, ensuring clarity before you ever commit.
Do I really need a local financial advisor if I live in Johnson City?
Choosing a local Johnson City advisor like Talley Financial means personalized service with someone who deeply understands the local economy, taxes, and lifestyle, offering accessible in-person meetings that strengthen the relationship.
What makes Talley Financial different from other Johnson City financial advisors?
Talley Financial stands out through our proactive approach to taxes, deep integration of your personal and business finances, and an entrepreneurial mindset—combining expertise typically reserved for larger cities with the warmth and familiarity of Johnson City.
How do I know if Talley Financial is the right financial advisor for me?
We believe in mutual fit. Our initial Strategy Session is designed as a pressure-free opportunity to explore your goals, give you actionable insights right away, and let you clearly experience the value of our personalized approach before making any commitments.
Let’s Build Your Financial Plan Today
Take the first step toward financial confidence with personalized guidance.
