A complete list of active advisors currently associated with Turner Financial

Warmer can help you find a great advisor at Turner Financial or one who fits your needs even better.

Turner Financial serves high-net-worth individuals as well as pension and profit-sharing plan sponsors, charitable organizations, and businesses, offering wealth management, comprehensive financial planning, and Retirement Plan Consulting (providing services as an ERISA 3(21) fiduciary). The firm provides discretionary investment management, ongoing financial planning engagements, and employer-plan advice that can include investment policy development, investment review, fee analysis, and participant education. The firm’s investment approach uses fundamental and value-oriented analysis combined with asset allocation across active and passive vehicles, with portfolios monitored and rebalanced on an ongoing basis and formal account reviews typically conducted quarterly. Clients may impose written restrictions on specific securities or sectors, and Turner Financial generally implements strategies under limited discretionary authority granted by clients. What is distinctive is the firm’s formal Retirement Plan Consulting and 3(21) fiduciary role for employer plans—an offering that is less common among solo independent advisers—and its focus on plan sponsors and high-net-worth clients rather than a mass-market individual client base. Turner Financial operates as a fee-only adviser, does not accept sales-based compensation or sell insurance products despite a licensed principal, and leaves proxy voting responsibility with clients.

To learn more about the advisors currently working at Turner Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.