60+ 5-star Google Reviews ✔ Fiduciary ✔ Fee-Transparent ✔ Independent & Local
A clear process for complex financial lives.
When money decisions feel overwhelming, the solution isn't more products — it's a proven process that keeps everything connected.
Explore Call
A quick conversation to understand your goals and confirm fit.
Strategy Session
A collaborative discussion to surface key opportunities and outline your best-fit path.
The Keystone Method™
Four to six months of guided working sessions designed to focus deeply on your priorities while fitting them into the bigger picture.
Ongoing Advisory Relationship
Continue with planning and strategy, investment management, and tax preparation—all integrated in one advisory relationship.
Expertise built for the people we serve.
We specialize in the unique challenges faced by:
Executives & Professionals
From equity comp to complex benefits and tax timing.
Where we create the most impact.
We cover many areas, but these are the areas where our experience runs deepest:
Stories from people like you.
60+ 5.0 Google Reviews
⭐⭐⭐⭐⭐
“We sought David’s help as we were nearing retirement. He has a way of explaining our finances and relieving our anxiety about money. He led us down a very sensible path.”
Pam D.
Johnson City, TN
⭐⭐⭐⭐⭐
“David Talley is an outstanding financial advisor who truly takes the time to understand your goals… His staff—Stephenee and Ashlynn—are just as impressive! They’re incredibly kind, professional, and always on top of everything.”
Paul K.
Mabank, TX
⭐⭐⭐⭐⭐
“His guidance and thoughtful consideration of how to help me grow my businesses have been a relief and an eye opening experience. I’m grateful for his guidance and look forward to more tax saving strategies.”
Ketmanee W.
Johnson City, TN
This testimonial is 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. Please see our Google page for more reviews
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Proudly serving clients across Northeast Tennessee and the Tri-Cities from our Johnson City office.
Your next step is simple.
Every client journey starts with a quick Explore Call. No cost, no pressure — just clarity about your goals and next steps.
Updated July 2025 • Written by David Talley, CFP®, EA
