About the firm
Why I built the firm this way
I spent the early part of my career watching successful people arrive at the most important financial chapter of their lives without the kind of coordinated planning they had earned. They had done the saving. They had made the right calls for thirty years. And then they reached retirement, or a business sale, or an inheritance, and the three pieces that mattered most, the plan, the investments, and the taxes, were being handled by three different people who never talked to each other. I built Talley Wealth to do those three things together, on purpose, in the right order.
That's the whole thesis. The plan comes first. The investments calibrate to it. Tax strategy runs through it as a year-round lever, not as something to react to in April. It sounds obvious when you say it. It's also genuinely rare.
Who's on the team
It's two of us. I lead the client work. Stephenee Carberry, our Practice Manager, keeps everything running between sessions, handles the operational side of every engagement, and is usually the first person you'll talk to after you book the Explore Call. We're small on purpose. The work doesn't scale by adding more advisors; it scales by being careful about how many engagements I take on at once.
Independence and how we get paid
Talley Wealth is independent. We aren't owned by a broker-dealer, a bank, or an insurance company. We don't sell products. The only way we make money is the fee a client pays directly. That alignment isn't a marketing claim, it's the structural reason we can give the advice we give. The full fee structure is on the pricing page.
If any of this resonates with how you're thinking about the next chapter of your financial life, the next step is a 15-minute Explore Call. There's no prep needed and no pressure to move forward afterward.
Schedule an Explore Call