Can a Tennessee-based advisor help me with Virginia taxes?

Yes. As an Enrolled Agent, David Talley is federally authorized to prepare tax returns and represent taxpayers in any state. We regularly prepare Virginia returns for our Southwest Virginia clients and understand the nuances of VA tax law.

I work at Food City headquarters. Can you help with my benefits?

Absolutely. We work with Food City employees on retirement plan optimization, stock purchase plans, and tax planning. Whether you're in management or on the corporate team, we can help coordinate your benefits with your personal financial plan.

Would I save money by moving from Abingdon to Tennessee?

It depends on your specific income, property situation, and goals. Virginia's income tax can be significant for higher earners, but moving costs, property tax differences, and lifestyle factors all matter. We can model the actual numbers for your situation so you're making a data-driven decision.

Do you offer virtual meetings for Abingdon clients?

Yes. While many Abingdon clients visit our office for annual reviews, we conduct most check-ins and planning sessions virtually. Geography shouldn't be a barrier to good financial planning.

Abingdon, VA

Your Abingdon Financial Advisor

Comprehensive financial planning for Abingdon families, professionals, and business owners — from someone who lives and works right here in the Tri-Cities.

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Barter Theatre on Main Street in Abingdon, Virginia — photo by Jerrye & Roy Klotz, CC BY-SA 4.0 via Wikimedia Commons

Why Work With a Local Financial Advisor?

Abingdon is just across the state line from Bristol — but that line changes everything about your finances. Virginia has a state income tax. Tennessee doesn't. If you live in Abingdon and work in Tennessee, or if you're considering a move across the line, you need an advisor who can model both scenarios. Talley Wealth specializes in cross-state planning for Southwest Virginia families who want to keep more of what they earn.

What We Help Abingdon Clients With

Virginia state income tax planning and optimization
Cross-state planning for VA residents working in TN
Retirement planning for Ballad Health and Food City employees
Investment management with a fiduciary standard
Business planning for Abingdon and Washington County VA entrepreneurs
Estate planning across state lines

Hypothetical Scenario

An Abingdon Executive Weighing a Cross-State Move

The Situation

A Food City executive living in Abingdon, VA is considering relocating to Kingsport, TN to eliminate Virginia state income tax. They own a home in Abingdon, have stock compensation from their employer, and their spouse works part-time for a Virginia-based nonprofit. They want to understand the full financial impact before making a decision.

How We Might Approach This

We might model their current Virginia tax burden against a Tennessee scenario, factoring in the spouse's continued Virginia income, capital gains from selling the Abingdon home, and any changes to their property tax. We'd also evaluate the timing of stock compensation events relative to a potential move and coordinate with a real estate professional to understand the housing market dynamics in both locations.

This is a hypothetical example for illustrative purposes only. Individual results vary. Talley Wealth Management does not guarantee any specific outcomes.

What Sets Us Apart in Abingdon

Fiduciary & Independent

We're legally required to act in your best interest, and we're not captive to any bank or insurance company.

Locally Rooted

We know Washington County, VA, the local employers like Johnston Memorial Hospital (Ballad Health) and Virginia Highlands Community College, and the community.

Tax + Investments Together

Most advisors don't do tax. We're a CFP® and Enrolled Agent — your plan and your return are coordinated.

Abingdon Financial Planning FAQ

Our Services in Abingdon

Every service is delivered with the same fiduciary commitment and local expertise.

What Abingdon Area Clients Say

67 Five-Star Reviewson Google

"David and his team are incredibly talented and exceptionally professional. My family will always use the services of Talley throughout our lives. 10/10"

Doyle C.

Tri-Cities, TN

"Love working with David and his team. His knowledge has helped me both with my business and personal finances. If you need help with anything, I highly recommend reaching out for a conversation."

Cody L.

Tri-Cities, TN

Testimonials are from current clients and reflect their individual experiences. These testimonials are not indicative of future results and should not be relied upon as a guarantee of any particular outcome.

Ready to Talk?

Schedule a free 15-minute Explore Call. No preparation needed — just an honest conversation about what's on your mind financially.

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