Financial Advisor in Kingsport, TN
Fiduciary planning, tax strategy, and investment management for families and business owners across Kingsport 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 Kingsport 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 Kingsport 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 is great to work with. He really knows his stuff and has our interest at heart. In addition to helping us with our personal finances, David has been a tremendous resource for us as we got our business launched. He helped us make so many great connections. I highly recommend working with David.”
Ryan F.
Kingsport, TN
⭐⭐⭐⭐⭐
“Top-notch, professional for sure. Really goes above and beyond for his clients to not only protect them, but also grow their wealth the right way. Education is always David’s first priority!”
Greg P.
Kingsport, TN
⭐⭐⭐⭐⭐
“Very pleased with the relationship built with David and team at Talley Financial. David has provided timely advice, answered my multiple questions with patience and knowledge, and has provided a well-structured retirement plan to meet my family’s needs. Thank you for your personal focus.”
Mark S.
Kingsport, 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
