Trusted Financial Planner in Kingsport, TN
Helping Kingsport families, retirees, entrepreneurs and small business professionals seek clarity and build personalized strategies with care.
Smart Financial Planning for Kingsport Residents
Kingsport is home to a vibrant
small business scene, strong healthcare employers, and families preparing for retirement. At Talley Financial, we work with
entrepreneurs,
executives, and
pre-retirees in the
Kingsport area to help create financial clarity, reduce inefficiencies, and navigate transitions with purpose.
- Business owners build, protect, and transition their wealth efficiently.
- Kingsport retirees maximize their pension payouts, 401(k) rollovers, and tax-efficient withdrawals.
- Healthcare professionals create tax-smart investment plans to manage wealth for the long term.
Whether you're planning for business growth, managing executive compensation, or preparing for retirement, we tailor our planning approach to fit your life.
Financial Services for Kingsport Residents
At Talley Financial, we help Kingsport business owners, retirees, and professionals take control of their financial future. Whether you’re planning for retirement, growing your investments, or minimizing taxes, we provide personalized strategies tailored to your needs.
Financial Planning
Comprehensive wealth-helping Kingsport residents align income, taxes, and investments to pursue long-term goals.
Retirement Planning
Smart strategies designed to protect and grow your income so you can retire with confidence.
Tax Strategy & Planning
Proactive tax planning to reduce your lifetime tax burden and maximize savings.
Financial Planning from a Fiduciary Who Serves Kingsport
As a
Bristol native based in the
Tri-Cities region, David Talley works with clients across
Kingsport—from Colonial Heights to Ridgefields—offering
tax-integrated
financial planning that reflects the area’s business and retirement needs.
Talley Financial collaborates with entrepreneurs, professionals, and families in Kingsport to help build customized financial strategies aligned with what matters most.
We work closely with:
- Business owners who need strategies for growth, succession planning, and tax efficiency.
- Kingsport retirees navigating pensions, 401(k) rollovers, and long-term income planning.
- Healthcare professionals who need high-income tax strategies and investment planning.
Our team frequently works with clients employed by Holston Valley Medical Center, Eastman, and Kingsport City Schools.*
Based in the
Tri-Cities,
David supports individuals and families across
Kingsport and surrounding communities
through fee-based planning grounded in
education, tax coordination, and strategy.
Meet David Talley, CFP®, EA – Your Kingsport Financial Advisor
Hi, I’m David Talley, CFP®, EA—a financial planner who grew up in Bristol and now helps individuals and business owners across Kingsport, Johnson City, and beyond.
At Talley Financial, I specialize in helping:
- Business owners create tax-efficient investment and succession strategies.
- Kingsport retirees optimize pensions, retirement savings, and tax planning.
- Healthcare professionals
manage high-income earnings and long-term wealth growth.
My approach is simple: provide clear, practical financial guidance that helps you make confident decisions about your future.
What Our Clients Say About Working With Us
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“I’ve worked with David for years on everything from financial planning to setting up businesses and trusts. I can’t say enough good things!”
- Joe Howard
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“Working with Talley Financial has been one of the best decisions I’ve made for my business. David provides proactive strategies that have helped me scale while keeping more of my hard-earned money.”
- Jennifer Pritchard
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“David Talley goes above and beyond for his clients. From the very first meeting, I knew I was in good hands. Highly recommend!”
-
Juan Diaz
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
Please see our Google page for more reviews
Work With Us In-Person or Virtually
At Talley Financial, we work with clients
both in-person and virtually, making it easy for local residents to access expert financial guidance.
Whether you prefer to meet via Zoom, phone, or in our Johnson City office, we provide the same high-level financial planning tailored to your needs.
Let’s Build Your Financial Plan Today
A smart financial plan gives you
clarity and confidence. Whether you’re a business owner, retiree, or high-income professional in Kingsport, we’re here to help you make informed, strategic financial decisions.
