New York, NY – Zachery Talley, a finance entrepreneur with a background in corporate finance and tax law who has long championed tax reform – including a notable $175 million lawsuit against the IRS in 2017 – is making a significant move back into the U.S. market. Talley, CEO of UnifiedPrincipal, has acquired Harman Hammon and Coates (HHC) and is signaling a major strategic shift in the wealth management sector.
Following the acquisition, Talley has initiated “Operation Excellence,” a comprehensive internal restructuring of HHC. This overhaul precedes the anticipated unveiling of a new brand identity in June (Juneteenth weekend specifically mentioned by sources). Simultaneously, Talley announced his return stateside to personally oversee the initial expansion, with Atlanta, GA, Charlotte, NC, and Nashville, TN, identified as key launch locations.
Talley, an economist by training, has been a vocal critic of the current tax system, aligning this new venture with his long-held belief in the need for reform – particularly relevant given ongoing discussions around proposals like the Tax Act of 2025. His vision for the rebranded entity is a faith-based family office model with a strong emphasis on financial literacy and equity, targeting a broader demographic.
A core component of this vision is a youth financial literacy initiative, expected to begin its rollout in July at Dr. Dexter Howard’s Restoration Place Church in Charlotte, NC. The name of this program will also be revealed during the Juneteenth weekend announcement.
Talley’s return and his unconventional approach to wealth management, rooted in faith and a commitment to financial education, mark an intriguing development in the industry. His focus on key Southern markets and his history as a tax reform advocate suggest a unique strategy that could resonate with a specific demographic. The financial world awaits the full unveiling of his plans during the upcoming Juneteenth weekend.
