Talley Wealth of Elizabethton

Talley Wealth of Elizabethton is a wealth management firm in Elizabethton, TN, located at 203 Broyles Dr STE 301A. The firm provides financial planning, tax strategy, and investment management to households and business owners in the Tri-Cities area, with a specific focus on Johnson City. Services include retirement planning, Roth conversions, tax-smart income strategies, and wealth planning for business owners. Founder David Talley leads the advisory team, offering direct advice supported by Practice Manager Stephenee Carberry. The firm integrates planning, investments, and taxes into a single coordinated strategy rather than handling them separately. It holds a 5.00 rating based on 67 five-star Google reviews, reflecting clear explanations, follow-through, and personal attention.

The firm was built to address the common issue where successful individuals arrive at retirement with their plan, investments, and taxes handled by three different people who do not communicate. Talley Wealth coordinates these elements so the plan comes first, investments calibrate to it, and tax strategy serves as a year-round lever. David Talley, who holds CFP®, ChFC®, and EA designations, leads strategy and recommendations. He combines more than a decade of experience in wealth and tax strategy with local roots as a Johnson City native. The team emphasizes clear, plain-English explanations and organized follow-through, ensuring clients understand tradeoffs to make confident decisions.

Clients often reach out when retirement becomes a real decision, when business tax bills feel out of hand, or when equity compensation and inherited money complicate tax and investment choices. The firm helps clients turn savings into retirement income, considering Medicare, Social Security, estate documents, and cash flow. The engagement structure is designed for direct advice without layers of intermediaries, fostering a personal and prepared relationship. Stephenee Carberry, with FPQP designation, ensures the planning experience remains responsive and organized between meetings.

The firm’s 5.00 rating from 67 reviews highlights its reputation for clear explanations, follow-through, and personal attention. This standing demonstrates the trust clients place in its integrated approach to complex financial decisions.

Talley Wealth of Elizabethton delivers coordinated financial planning and tax strategy to Johnson City residents navigating the critical transition to retirement.

Talley Wealth of Elizabethton achieves an Authority score of 100 out of 100 from BizScoreAI, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend. The firm also holds a Technical score of 96 out of 100 from BizScoreAI, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.