Every great plan starts with the people behind it.
We built Talley Wealth to help our clients make clear, confident decisions — and we believe who you work with matters as much as how you plan.
Meet the Team
We’re a small, dedicated team built around connection, clarity, and care.
You’ll work directly with people who know your story, understand your goals, and take the time to make every decision feel simple and organized.
Our Purpose
Talley Wealth was created to bring clarity and coordination to complex financial lives.
Our mission is straightforward — align planning, investments, and tax strategy so every decision points in the same direction.
That focus on clarity guides every conversation and every client relationship.
Meet David
David Talley founded Talley Wealth after more than a decade helping people make sense of the financial decisions that shape their lives.
He brings a calm, straightforward approach — focused on progress, clarity, and the long term.
Ready to see how we work?
Explore our four-step process for creating clarity and confidence in your financial life.
