Talley Wealth of Johnson City

Talley Wealth of Johnson City is a Wealth Management firm in Johnson City, TN, located at 203 Broyles Dr STE 301A. The practice helps households in and around the Tri-Cities turn savings into retirement income, coordinating taxes, investments, and timing in a single plan. Founder David Talley, CFP®, ChFC®, EA, leads the advisory, supported by Practice Manager Stephenee Carberry, FPQP. It serves clients facing decisions around retirement, business sales, or employer benefits, ensuring that planning, investments, and tax strategy are aligned rather than handled by separate professionals. The business holds a 5.00 rating based on 67 five-star Google reviews. Talley Wealth was built to address the common problem where successful people arrive at retirement with their plan, investments, and taxes handled by three different people who do not communicate. The firm operates on a thesis where the plan comes first, investments calibrate to it, and tax strategy runs through it as a year-round lever. David Talley leads the strategy, recommendations, and major decisions, while Stephenee Carberry ensures the experience is clear, organized, and responsive between meetings. The practice offers services including retirement planning, business-owner planning, Roth conversions, and estate details, all integrated into a cohesive strategy. The firm’s standing is defined by its direct advisor relationship and clear follow-through, reflected in its 5.00 rating from 67 customer reviews. Clients value the personal attention and the ability to have all financial questions addressed in one conversation. The practice helps clients avoid the pitfalls of scattered advice, particularly in complex situations involving business taxes, equity comp, or Medicare and Social Security timing. Talley Wealth of Johnson City brings coordinated tax and investment planning to Johnson City, TN, helping local residents and business owners navigate the critical years around retirement with clarity and confidence.

Talley Wealth of Johnson City sits on Broyles Dr near the L L Gelder Fire Station and James H. Quillen Parkway. The office is also close to Cobb Creek and the Fairlawn neighborhood.

BizScoreAI gives the business an Authority score of 100 out of 100, which shows who is behind the firm and builds trust for AI assistants and search engines. The Technical score is 96 out of 100, meaning the website is secure and indexable so search engines can read it without errors.