555-555-5555
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Call David today: 423-617-0160
Financial Confidence Starts Here
We help entrepreneurs, business owners, and pre-retirees simplify their financial decisions and build lasting wealth—so they can focus on what truly matters.
Why We Started Talley Financial
After years in the financial industry, we saw firsthand the frustration clients felt with unclear financial advice, disconnected investments, and impersonal planning processes. Entrepreneurs and pre-retirees deserve better. We started Talley Financial to offer strategic advice, proactive tax strategies, and clear, personalized financial guidance—because financial decisions should feel simple, actionable, and aligned clearly with your goals.
Our mission is clear: to simplify financial clarity and confidence for entrepreneurs and pre-retirees, helping you focus on what truly matters.
Our commitment goes beyond helping you succeed financially—we’re dedicated to strengthening our local community. Join us at our next volunteer day →.
What Sets Talley Financial Apart
Strategies Over Products
We focus on delivering proactive, personalized strategies and actionable financial advice—not on selling specific financial products. It’s our insights and guidance that truly create value.
Entrepreneurs & Pre-Retirees Focus
We have deep expertise helping entrepreneurs integrate business and personal wealth, and guiding pre-retirees through tax-efficient retirement decisions.
Dual Expertise:
CFP® & EA
Financial planning with proactive tax strategy—our unique combination ensures you’re prepared for every important financial decision.
Choose Your Path
Entrepreneur Financial Planning
Clear strategies for taxes, cash flow, and turning business success into lasting personal wealth.
Smart Retirement Planning
Strategic retirement and tax planning to secure your income, reduce risk, and retire confidently.
Meet Your Financial Team
Helping Clients Build Lasting Wealth
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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
Your Financial Confidence Starts Here
Discover how proactive strategies and clear financial guidance can simplify your financial decisions, reduce uncertainty, and support your long-term goals.
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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.
Testimonials are 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.
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