Meet David Talley
Founder of Talley Wealth
Why I started Talley Wealth
After more than a decade in financial services, I saw how many people were left trying to piece together advice from different places — an investment firm here, a tax preparer there, and no one connecting it all.
I wanted to build a firm that did things differently: one that brought planning, investments, and tax strategy under one roof.
That’s how clarity happens — when everything works together toward the same goal.
My approach to advice
Good advice is about understanding.
I try to take complicated ideas and make them feel manageable and actionable — explaining the why behind every recommendation.
To me, clarity isn’t about knowing everything; it’s about knowing what matters most.
- Listen first.
- Simplify the complex.
- Connect every decision back to purpose.
Speaking & community involvement
David has shared insights on the TEDx stage and serves on the board of CrushingIt.ai, a nonprofit focused on helping people and businesses use AI in practical, meaningful ways.
He also mentors entrepreneurs and supports financial literacy initiatives across the Appalachian Highlands.
Life beyond work
A Johnson City native, David’s happiest moments are spent with his wife, Kaitlyn, and their kids, exploring the outdoors or cheering on Tennessee football.
He’s an avid golfer, loves good books, and enjoys any chance to learn something new.
Ready to get started?
Schedule an introductory call to see how we can help bring clarity to your financial life.
