Financial Planning in Kingsport, TN

Helping business owners, Eastman retirees, and healthcare professionals build wealth, minimize taxes, and plan for financial security.

Start Your Financial Plan Today

Smart Financial Planning for Kingsport Residents

Kingsport is home to a thriving business community, a strong healthcare sector, and many Eastman Chemical retirees making key financial decisions. At Talley Financial, we provide customized financial planning strategies to help:


  • Business owners build, protect, and transition their wealth efficiently.
  • Eastman retirees maximize their pension payouts, 401(k) rollovers, and tax-efficient withdrawals.
  • Healthcare professionals create tax-smart investment plans to grow long-term wealth.


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

Start Your Financial Plan Today

Financial Services for Kingsport Residents

At Talley Financial, we help Kingsport 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 Kingsport

As a Bristol native living in Johnson City, I understand what matters to Kingsport families, professionals, and business owners. Financial planning isn’t just about managing money—it’s about having a trusted advisor who understands your values, your challenges, and your goals.


We work closely with:

  • Business owners who need strategies for growth, succession planning, and tax efficiency.
  • Eastman retirees navigating pensions, 401(k) rollovers, and long-term income planning.
  • Healthcare professionals who need high-income tax strategies and investment planning.
Talk to a Kingsport Financial Advisor

Meet David Talley, CFP®, EA – Your Kingsport Financial Advisor

Hi, I’m David Talley, CFP®, EA—a financial planner who grew up in Bristol and now helps individuals and business owners across Kingsport, Johnson City, and beyond.


At Talley Financial, I specialize in helping:

  • Business owners create tax-efficient investment and succession strategies.
  • Eastman retirees optimize pensions, retirement savings, and tax planning.
  • Healthcare professionals manage high-income earnings and long-term wealth growth.


My approach is simple: provide clear, practical financial guidance that helps you make confident decisions about your future.

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 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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