Financial Clarity Starts With the Right Relationship
You’ve worked hard to build something meaningful. Now it’s time to align your finances with what matters most—on your terms, with a partner you trust.
Why We Built Talley Financial
You shouldn’t need a finance degree to feel confident about your financial future.
And yet, so many people we talk to—business owners, executives, pre-retirees—feel unsure, even after years of doing things “right.”
We started Talley Financial because advice shouldn’t be generic. It shouldn’t be based on what someone’s selling. It should be grounded in strategy, aligned with your goals, and delivered by someone you can actually talk to.
You’ve worked hard to build something meaningful. Our role is to help you protect it, grow it, and make smart, confident decisions along the way.
Why This Work Matters to Me
Over the years, I’ve sat across from entrepreneurs, executives, and families who were smart, successful—and still overwhelmed by their financial decisions. Not because they lacked the resources, but because they didn’t have someone to help them pull it all together.
That’s what led me to build Talley Financial: a place where people can get honest answers, proactive strategy, and a real relationship that lasts. If you’ve got questions, complexity, or just want to do better with what you’ve built—I’d love to help.
— David Talley, CFP®, EA
What Sets Talley Financial Apart
We’re not the right fit for everyone. And that’s intentional. Our clients value thoughtful advice, clear strategy, and long-term partnership—not flashy gimmicks or one-size-fits-all plans.
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.
Choose Your Path to Financial Confidence
Your financial journey is unique—so the guidance you receive should be, too. Here’s how we tailor our work to your goals:
- Entrepreneurs: Align personal wealth with business growth, optimize taxes, and manage cash flow through all seasons of ownership.
- Executives: Navigate equity compensation, taxes, and complex liquidity events with clarity.
- Pre-Retirees: Build a personalized plan to transition into retirement with confidence, income strategy, and proactive tax planning.
Your Team at Talley Financial
What 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!”
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Juan Diaz
If You're Ready for Clarity, We're Ready to Help
Discover how proactive strategies and clear financial guidance can simplify your financial decisions, reduce uncertainty, and support your long-term goals.
It all starts with a conversation that helps you make sense of where you are—and where you want to go.
