Tristan Talley

Vice President, Wealth Management

Tristan Talley

Contact

About

Tristan Talley is Vice President of the Retirement + Wealth division bringing more than 22 years of financial and wealth experience. In this role, Tristan’s primary responsibilities involve helping connect all aspects of a client’s financial life to the lives they want to live. He goes well beyond investments to form relationships that span generations. Tristan also provides financial education and enjoys helping retirement plan participants.

Tristan specializes in:

  • Retirement income planning
  • Estate planning
  • Tax reduction strategies
  • Business ownership transition

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”). 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Osaic Wealth Inc.’s Client Relationship Summary: Form CRS