Financial Advisor in Johnson City, TN
Fiduciary planning, tax strategy, and investment management for families and business owners across Johnson City 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 Johnson City 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 Johnson City and the Tri-Cities
From downtown and ETSU to Boone Lake, we help Johnson City households make clear, connected 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.
⭐⭐⭐⭐⭐
“We sought David’s help as we were nearing retirement. He has a way of explaining our finances and relieving our anxiety about money. He led us down a very sensible path.”
Pam D.
Johnson City, TN
⭐⭐⭐⭐⭐
“We have been very pleased with the service we have received with David and his team. It has taken us a long time to find someone we trust to advise us with our money. I feel confident you will appreciate David’s way of explaining your options, ideas for growth and his ability to see “down the road”. And yes- his whole staff is very, very personable. Really nice people who know what they're doing.”
Gentry H
Johnson City, TN
⭐⭐⭐⭐⭐
“His guidance and thoughtful consideration of how to help me grow my businesses have been a relief and an eye opening experience. I’m grateful for his guidance and look forward to more tax saving strategies.”
Ketmanee W.
Johnson City, 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
