Do you work with Tusculum University faculty and staff?

Yes. We understand the unique aspects of university employment — TIAA accounts, sabbatical planning, phased retirement options, and coordinating academic pensions with personal savings. We can help Tusculum employees make the most of their benefits.

Can you help with farm succession planning?

Agricultural succession is one of the most complex planning areas we encounter. We work alongside local attorneys and CPAs to help farming families develop a plan that keeps the land in the family, minimizes estate taxes, and provides for all heirs — even those who aren't interested in farming.

Is Greeneville too far from your office for regular meetings?

Not at all. We serve Greene County families through a combination of in-person meetings and virtual consultations. Many of our Greeneville clients prefer video calls for routine check-ins and come to the office for annual reviews.

What's the difference between a financial advisor and a CPA?

A CPA typically focuses on tax preparation and compliance — looking backward at what happened last year. A financial advisor (especially a CFP®) focuses on forward-looking planning — investments, retirement, estate planning, and tax strategy. At Talley Wealth, David is both a CFP® and an Enrolled Agent, so you get both perspectives under one roof.

Greeneville, TN

Your Greeneville Financial Advisor

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

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Capitol Theater on Main Street in Greeneville, Tennessee — photo by AppalachianCentrist, CC BY-SA 4.0 via Wikimedia Commons

Why Work With a Local Financial Advisor?

Greeneville is the seat of Greene County and home to Tusculum University, one of the oldest colleges in the country. Families here often have deep roots and long-term planning horizons. Whether you're a professor at Tusculum, a healthcare worker at Takoma Regional, or a farmer with land that's been in the family for generations, Talley Wealth provides planning that respects your timeline and your values.

What We Help Greeneville Clients With

Retirement planning for Tusculum University faculty and staff
Tax planning for Greene County families and landowners
Investment management with a fiduciary standard
Farm and agricultural succession planning
Estate planning for multi-generational Greene County families
Business planning for downtown Greeneville entrepreneurs

Hypothetical Scenario

A Greene County Farming Family Preparing for the Next Generation

The Situation

A third-generation farming family in Greene County wants to retire and transfer operations to one of their three adult children. The land has appreciated significantly but has a low cost basis. The other two children aren't involved in farming but expect fair treatment in the estate. The family wants to avoid selling the farm to pay estate taxes.

How We Might Approach This

We might collaborate with the family's attorney to explore strategies like a family limited partnership, installment sales to the farming child, and life insurance to equalize the inheritance for the non-farming children. On the financial planning side, we'd model the parents' retirement income from non-farm assets, evaluate whether the farm income needs to support their retirement, and identify potential gift and estate tax implications based on current exemption levels.

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 Greeneville

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 Greene County, the local employers like Tusculum University and Takoma Regional Hospital, 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.

Greeneville Financial Planning FAQ

Our Services in Greeneville

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

What Greeneville 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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