Transforming Lives, One Relationship at a Time

Your partners in building a secure and confident financial future.

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Our Vision

Redefine our region’s relationship with money, inspiring a community where financial clarity creates lasting confidence.

Our Mission

Deliver confidence and clarity in every financial decision, helping you build a life of lasting wealth and wisdom.

Our Values In Action

These values shape how we serve our clients and build lasting relationships.

Integrity

We uphold honesty and transparency in every decision, earning trust through unwavering integrity.

Confidence

We inspire confidence by building energizing, collaborative partnerships with our clients.

Service

We provide clear, compassionate guidance to help clients navigate life’s complex financial decisions.

Growth Mindset

We embrace curiosity and innovation to drive meaningful growth for our clients and our team.

The Team Behind Talley Financial

David Talley, CFP® – Founder & Financial Advisor at Talley Financial in Johnson City, TN

David Talley CFP® EA - Founder & Advisor

David blends financial planning and proactive tax strategies to help entrepreneurs thrive. Outside the office, you’ll find him golfing, traveling, and enjoying time with his wife and two kids.

Stephenee Carberry, Operations Coordinator at Talley Financial, with a friendly smile.

Stephenee Carberry, FPQP - Operations Coordinator

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

Ashlynn Kellner, Paraplanner at Talley Financial, smiling warmly.

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 blends financial planning and proactive tax strategies to help entrepreneurs thrive. Outside the office, you’ll find him golfing, traveling, and enjoying time with his wife and two kids.

Stephenee Carberry, FPQP - Operations Coordinator

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

Why We're Passionate About Financial Planning

Talley Financial was founded on the belief that everyone deserves a clear path to financial confidence. Our founder, David Talley, saw firsthand how financial uncertainty and overwhelming decisions about taxes, investments, and retirement planning affected hardworking entrepreneurs, accomplished executives, and individuals preparing for retirement. Too many lacked a trusted partner to guide them confidently through complex financial decisions.


That’s why David built Talley Financial around integrity, proactive strategy, and true partnership. Today, we proudly help our clients clearly navigate life’s financial complexities, transforming uncertainty into actionable, personalized strategies—especially through specialized proactive tax planning.

Trusted By Families and Business Owners Across Our Region

Your Financial Clarity Starts Here

We’re here to simplify financial complexity and help you achieve your goals.

Start your journey with a free strategy session—it’s the first step to building your financial confidence.

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