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.

See How We Can Help

Why We Started Talley Financial

After years in the financial industry, I saw a problem—most firms pushed investment products instead of providing real financial planning. Entrepreneurs and pre-retirees needed financial clarity and a strategy-first approach that prioritized tax efficiency, business growth, and personal financial security. That’s why I started Talley Financial—to provide a clear, transparent path to long-term financial success without the conflicts of traditional firms.

What Sets Talley Financial Apart

Strategy First, Not Just Investments

Every client starts with a 12-month financial & tax planning engagement before discussing investment management. Planning always comes first.

Entrepreneurs & Pre-Retirees Focus

We specialize in helping business owners and pre-retirees transition wealth, optimize tax strategies, and create long-term financial security as they prepare for their next chapter.

Dual Expertise:

CFP® & EA

As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), we bring advanced tax and financial planning expertise under one roof.

Meet Your Financial Team

David Talley CFP® EA - Founder & Advisor

David has over a decade in financial planning and tax strategy. Outside work, he enjoys golf and traveling with his wife and two young kids.

Stephenee Carberry, FPQP - Operations Coordinator

Stephenee ensures smooth operations and loves traveling, Tennessee football, and checking off her bucket list.

Ashlynn Kellner, FPQP - Paraplanner

Ashlynn supports financial planning with a passion for helping others. She enjoys family time, outdoor adventures, and her German Shepherd, Gabe.

Andi Sweeny - Marketing Coordinator

Andi oversees marketing strategies with the most creative of approaches. She brings a love for connecting with clients and communities.

Daisy - Chief of Morale

Daisy, our spirited office companion, boosts team morale with her playful energy and signature zoomies.

David Talley CFP® EA - Founder & Advisor

David has over a decade in financial planning and tax strategy. Outside work, he enjoys golf and traveling with his wife and two young kids.

Stephenee Carberry, FPQP - Operations Coordinator

Stephenee ensures smooth operations and loves traveling, Tennessee football, and checking off her bucket list.

Helping Clients Build Lasting Wealth

⭐⭐⭐⭐⭐

“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

⭐⭐⭐⭐⭐

“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

⭐⭐⭐⭐⭐

“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

We help entrepreneurs and pre-retirees simplify financial planning, make informed investment decisions, and build lasting wealth. Start your journey today with a free strategy session—because the first step to clarity is taking action.

Schedule Your Free Strategy Session
Share by: