Our Purpose
Talley Wealth exists to bring clarity and confidence to complex financial lives.
We believe financial advice should simplify your decisions, not add to the noise — and that your plan, investments, and taxes should all work together toward the same goals.
Because advice should make life simpler
Too often, people work with separate professionals who never coordinate with each other — one handles investments, another does taxes, and no one connects the dots.
We built Talley Wealth to change that. Our team brings every part of your financial life under one roof so decisions feel organized, informed, and in sync.
— David Talley, CFP®, EA
What makes us different
We’re not the right fit for everyone. And that’s intentional. Our clients value thoughtful advice, clear strategy, and long-term partnership over quick fixes or one-size-fits-all plans. We think that's a good thing.
Strategy Over Products
We start with your goals, not a portfolio. Every recommendation fits into a broader plan designed around you.
Tax + Wealth Expertise
With in-house tax strategy and financial planning, we connect the details others separate — so each move is efficient and intentional.
Relationship-First Fiduciary Advice
We value long-term partnership over transactions. Clients know who they’re working with and what we stand for.
Our mission: clarity that serves life
We help clients make clear, confident financial decisions that serve their lives - not just their accounts.
Our values:
- Clarity - Keep advice simple and understandable
- Integrity - Do the right thing, even when no one's watching.
- Growth Mindset - Keep learning so our clients can keep progressing
Where we live, work, and give back
We're proud to call East Tennessee home. Every month our team volunteers and supports organizations focused on education, families, and local entrepreneurship across the Appalachian Highlands.
Ready to see how clarity could work for you?
Updated July 2025 • Written by David Talley, CFP®, EA
