Trusted Financial Advisor in Greeneville, TN
Helping Greeneville families, entrepreneurs, and executives navigate every financial decision with clarity.
Financial Planning Tailored for Greeneville, TN Residents
Talley Financial is rooted in Northeast Tennessee. We understand the financial priorities of Greeneville-area families, pre-retirees, and small business owners. Whether you live near downtown, in Afton, or near the Nolichucky River, we offer clear, tax-efficient planning to help you move forward with confidence.
Why Choose Talley Financial as Your Independent Financial Advisor in Greeneville, TN?
Choosing a financial advisor in
Greeneville, TN isn’t just about investment returns—it’s about working with someone who understands local opportunities, state tax laws, and your stage of life. Talley Financial brings a proven, professional process to families and entrepreneurs across Greeneville and the surrounding area.
Strategies Over Products
We focus on delivering personalized financial guidance and actionable strategies—not selling financial products. Our value is in clear insights and strategic advice.
Dual Credentialed Tax & Wealth Expertise
With both CFP® and EA credentials, we uniquely combine proactive tax planning and personalized financial strategies, helping you optimize taxes, enhance growth, and confidently navigate every financial decision.
Relationship-Focused Fiduciary Advice
We don’t just manage money—we build long-term partnerships. As fiduciaries, our advice is always clearly aligned with your best interests, giving you clarity and confidence through every stage of your financial journey.
Comprehensive Wealth Management in Greeneville, TN
Comprehensive Financial Planning
Personalized strategies to clarify your financial life and achieve your goals.
Retirement Planning
Secure your future with retirement strategies tailored specifically for you.
Investment Management
Disciplined portfolios carefully designed around your financial objectives and risk comfort.
Proactive Tax Planning
Strategically reduce your taxes through proactive planning provided by Talley Tax Solutions.
Meet David Talley, CFP®, EA – Your Greeneville Financial Advisor
As a financial planner based in Johnson City, TN, I work closely with local families, healthcare professionals, executives, and entrepreneurs. My mission is to help you navigate complex financial decisions clearly, achieve your goals, and build lasting financial confidence.
Your Clear Path Forward
1.
Introductory Call: Clearly discuss your financial situation, primary concerns, and ensure a mutual fit.
2. Personalized Strategy Session: Gain immediate clarity around your financial opportunities and strategic next steps.
3. Customized Financial Roadmap: Receive your concise financial roadmap clearly outlining your prioritized next steps and financial objectives.
4. Ongoing Guidance & Adjustments: Regular proactive reviews to clearly align your financial plan with your changing life and market realities.
What Our Greeneville 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.
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Let’s Build Your Financial Plan Today
Take the first step toward financial confidence with personalized guidance.
