Financial Planning & Advisory Services Across the Appalachian Highlands
Talley Financial is headquartered in Johnson City, TN, and serves families and businesses throughout the greater Tri-Cities region—virtually or in person.
Find Your Local City Hub
Also Serving Nearby Communities
- Jonesborough, TN
- Elizabethton, TN
- Greeneville, TN
- Erwin, TN
- Abingdon, VA
Even if you don’t see a dedicated hub for your town, you still have direct access to the same fiduciary advice—via secure video or by driving to our Johnson City office. Many clients from these communities meet virtually most of the year and schedule an in-person review when it’s convenient. Wherever you live in the Mountain Empire, we’ll tailor planning, tax strategy and investment management to local rules and your personal goals.
Virtual or In-Person—Same Fiduciary Standard
Live outside the Tri-Cities? Our planning software lets you see real-time projections on screen, sign documents securely, and schedule at times that fit work and family life. Prefer face-to-face? We host meetings at our Johnson City office and periodically in Kingsport and Bristol. Your choice, every step.
Not sure which hub to choose?
Book a 15-minute Explore Call and we’ll direct you to the right next step.
Updated July 2025 • Written by David Talley, CFP®, EA
