Talley Wealth of Johnson City

Talley Wealth of Johnson City is a Wealth Management firm in Johnson City, TN. The practice serves households in and around the Tri-Cities, focusing on the years around retirement and the financial needs of business owners. Specific services include tax-smart retirement planning, financial planning for business owners, Roth conversions, investment management, and estate details. The firm integrates these areas into a single coordinated plan, ensuring that taxes, investments, and timing are decided together rather than in isolation. Talley Wealth holds a rating of 5.00 based on 67 five-star Google reviews.

The firm operates as an independent planning practice led by David Talley, who holds CFP, ChFC, and EA credentials. David leads the strategy, recommendations, tax planning, and investment alignment. His approach prioritizes the overall financial plan first, allowing investments to calibrate to that plan while tax strategy functions as a year-round lever. Stephenee Carberry, the Practice Manager and FPQP, supports the team by managing scheduling, documents, and client communication to ensure a responsive experience. The firm emphasizes direct advice, with clients working directly with the lead advisor rather than passing through multiple layers of staff. This structure is designed to provide clear explanations, follow-through, and personal attention for decisions involving income, Medicare, Social Security, and equity compensation.

The office is located at 203 Broyles Dr STE 301A. It sits near the L L Gelder Fire Station and is about 0.1 miles from James H. Quillen Parkway. The location is also approximately 0.2 miles from Cobb Creek and 0.3 miles from North Roan Street.

Talley Wealth of Johnson City provides integrated financial, tax, and investment advice for residents in Johnson City, TN, with a specific focus on retirement income and business owner wealth.