NASHVILLE, TN – Following his retirement from a storied career in tax litigation, Dr. Zachery “TaxMan” Talley is officially unveiling the operational roadmap for The 1863, a first-of-its-kind “Community-Focused Family Office.” The mission is clear: to dismantle the “scarcity mindset” and replace it with a framework for Cultural Liberation through a bold new partnership model.
Moving beyond traditional financial advising, Dr. Talley is launching a massive collaborative effort with Federally Qualified Health Centers (FQHCs), faith-based organizations, and community non-profits. These partnerships aim to treat financial instability as a wellness issue, integrating Dr. Talley’s globally recognized “Cognitive Economics” methodology into the existing support systems of local communities.
“The financial industry is built on the exploitation of fear and insecurity, but through the1863, we are coding liberation,” says Dr. Talley. “By partnering with churches and health centers, we aren’t just giving people a budget; we are providing the NeuroResilience tools needed to navigate an economy that was never designed for them. This is the work I was called to do.”
The 1863: A Disruptive Architecture. This announcement comes after the launch of The1863 App, a budget tracker, AI accountability coach, financial educator, and learning tool. At the heart of this initiative is a full team of over 400 certified finance professionals, providing middle-class families with high-level tax planning, wealth management, and unlimited one-on-one financial counseling—services typically requiring a $5 million minimum net worth.
“We are truly excited to partner with Dr. Zac and The1863 Collective to help ensure all Americans have the ability to become financially successful. This partnership ties Zac’s vision of equitable and affordable planning with the day to day guidance offered by Questis” stated Lynn Raynault, CEO of FinTech firm Questis.
“The truth is, a lot of folks in our community have never had access to a financial advisor—not because they didn’t want to learn, but because traditional systems weren’t built with them in mind. This app changes that. It makes financial literacy approachable. It builds confidence. It teaches you while you’re doing. And it gives you the kind of personalized guidance most people never get to experience.” Owner of Cultivated Connections Design and Consulting, Tanjarae Porter,
Key features of the upcoming community rollout include:
- The AI Freedom Coach: A machine-learning tool designed for behavioral intervention, helping users identify emotional “landmines” in their spending habits.
- Human-First Integration: AFC counseling available in all tiers, ensuring that data-driven insights are met with empathy by Accredited Financial professionals.
- Legacy Power Tier: Scaling multi-generational wealth reviews and full family office privileges to working-class dynasties.
Strategic Community Partnerships The 1863 Collaborative already projects serving over 31,000 participants annually across its expanded footprint. By embedding financial counseling within FQHCs and churches, Dr. Talley is ensuring that high-level financial psychology is accessible at the point of need, bridging the gap between physical health and economic health.
While Dr. Talley continues to provide strategic oversight as owner of UnifiedPrincipal—now led by CEO Britashia Talley—his daily focus will be headquartered at the newly established 1863 base, a hub for financial education and neuro-economic research.
### Download The 1863 App: Available now on the Apple App Store.
### Contact Information
Partnership Inquiries (Churches/FQHCs/Community Orgs): Web: www.the1863.com | Email: [email protected]
Corporate & Strategic Oversight (UnifiedPrincipal): Web: www.unifiedprincipal.com | Email: [email protected]
