Meet David Talley
Why I started Talley Wealth
After more than a decade in financial services, I kept seeing the same problem: families with real wealth and real questions, but no one connecting the dots.
An investment firm here, a tax preparer there—everyone doing their piece, but nobody seeing how it all fits together. Important decisions were being made without the full picture.
I built Talley Wealth to do things differently. Planning, investments, and tax strategy under one roof—because that's how clarity actually happens.
How I think about advice
Good advice starts with understanding. I take complicated situations and make them feel manageable—explaining the why behind every recommendation, not just the what.
Clarity isn't about knowing everything. It's about knowing what matters most—and what to do about it.
- Listen first.
- See the full picture.
- Connect every decision back to what matters.
Beyond the office
David has shared insights on the TEDx stage and serves on the board of CrushingIt.ai, a nonprofit helping people and businesses use AI in practical ways.
He mentors entrepreneurs and supports financial literacy initiatives across the Appalachian Highlands.
Life beyond work
A Johnson City native, David is happiest with his wife, Kaitlyn, and their kids—exploring the outdoors or cheering on Tennessee football.
He's an avid golfer, loves good books, and enjoys any chance to learn something new.
Ready to have a conversation?
Schedule an Explore Call to see how we can help bring clarity to your financial life.
Schedule an Explore Call