Financial Advisor in Bristol, TN & VA
Fiduciary planning, tax strategy, and investment management for families and business owners across Bristol and the Tri-Cities.
60+ 5-star Google Reviews
✔ Fiduciary
✔ Fee-Transparent
✔ Independent & Local
A clear process for complex financial lives.
When money decisions feel complicated, the answer isn't more products — it's a clear 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 focused on your priorities—built in the right order.
Ongoing Advisory Relationship
Continue with coordinated planning, investment management, and tax strategy in one advisory relationship.
Expertise built for the people we serve.
From business growth to retirement income, we guide Bristol households through life’s key financial decisions.
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:
Proudly serving Bristol and the Tri-Cities
From Church Circle to Bays Mountain, we help Kingsport families and business owners make clear, connected financial decisions. As a local, independent fiduciary, we bring planning, tax strategy, and wealth management together so choices stay coordinated over time.
Stories from people like you.
Real experiences from clients in the Tri-Cities.
⭐⭐⭐⭐⭐
“David and his team are wonderful to work with! David is very knowledgeable and tailors his approach to your financial goals. He is patient with those just starting out, and speaks with the same level of respect whether you have a thousand or a million dollars.”
Lauren B.
Bristol, VA
⭐⭐⭐⭐⭐
“Mr. Talley is an awesome financial advisor to work with. He makes it personal and takes time to help you feel comfortable with your investment strategies. His staff are top notch!”
George, S.
Bristol, TN
⭐⭐⭐⭐⭐
“We’ve been working with David for a couple years and really appreciate his insight and advice. He’s helped us with personal planning and estate planning as well as setting up a retirement plan for our company.”
Brent P.
Bristol, 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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Let's start the conversation.
A 15-minute call to confirm fit and outline next steps.
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Updated September 2025 • Written by David Talley, CFP®, EA
