Talley Wealth

About Us

Talley Wealth is a fiduciary financial planning firm based in Johnson City, Tennessee, serving the Appalachian Highlands and Tri-Cities—including Kingsport and Bristol. We help business owners, executives, and pre-retirees make clear-headed decisions about taxes, investments, retirement income, and wealth transfer.

Our approach is practical and coordinated: start with an Explore Call to make sure we’re a fit, meet for a Strategy Session to surface opportunities and set priorities, then work together over the next several months to organize accounts, align taxes and investments, and implement the plan. After that, we provide ongoing guidance so your plan adjusts as life and markets change.

What clients appreciate most is clarity—knowing what to do next and why. If you want a local, fiduciary team that speaks plainly, is transparent about fees, and keeps taxes, investments, and planning working together, we’d welcome a conversation.