The first question I ask

What do you want this next chapter to feel like?

Johnson City, Tennessee CFP® ChFC® EA

David Talley at the whiteboard with a client

In the room

The questions I ask first.

They don't sound like financial questions. Every number in your plan eventually answers one of them.

The short version

Advisor, then planner, then tax advisor.

David Talley in conversation at the Talley Wealth office
Started as an advisor, learning what people actually ask.
David Talley working through a plan
Then a planner. The plan started leading.
David Talley working at a standing desk in the Johnson City office
Then a tax advisor, so April stopped being a surprise.
The Talley Wealth office in Johnson City, Tennessee
The office in Johnson City.
The Tri-Cities landscape in East Tennessee
Johnson City, Tennessee.
David Talley speaking at TEDx David Talley with his family Daisy at the Talley Wealth office
The TEDx stage, family, and Daisy, who greets visitors.

The longer version of David's story

As seen in

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David Talley and Stephenee Carberry at the Talley Wealth office

Who you will actually talk to

Two people. Both know you.

Talley Wealth is an independent financial planning firm in Johnson City, Tennessee, led by David Talley, CFP®, ChFC®, EA.

  • David Talley, CFP®, ChFC®, EA

    Founder and lead advisor

    Leads the strategy, the recommendations, the tax planning, and the major decisions.

    Responsible for whether the advice is right and fits your real life.

  • Stephenee Carberry, FPQP

    Practice Manager

    Keeps the experience organized and responsive between meetings.

    The best place to begin with a question, a document, or a next step.

Meet the team

How we work together

One way in. Two paths after.

Every relationship begins with the Keystone Method. Wealth Advisory and Tax Advisory are the two ways the work continues, and both are optional. Every fee is on the table before you decide anything.

  1. The Keystone Method

    Roughly six months of work that ends with the decisions made and the actions in motion. Refundable in full at any point, for any reason.

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  2. Wealth Advisory

    We manage the accounts and keep the plan current through the year: planning, strategy, and investment management, with declining brackets above $2M.

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  3. Tax Advisory

    Through Talley Tax, a separate business. The return prepared and filed, the planning windows worked, and the estimates handled.

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When providing fiduciary advice, we are legally and ethically bound to act in your best interest. Talley Wealth is independently owned. The full fee schedule

Securities are offered through Cambridge Investment Research, Inc. Advisory services are offered through Cambridge Investment Research Advisors, Inc. Cambridge and Talley Wealth are not affiliated. Tax preparation is available through Talley Tax.

If this sounds like the conversation you have been wanting, start with the short read, then the call.

The short read Schedule an Explore Call