A complete list of active advisors currently associated with Turning Point Financial Advisory

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

Turning Point Financial Advisory provides fee-based investment advisory and financial planning services primarily to plan sponsors, qualified retirement plans and other institutional clients, while also accepting individual, trust, estate and charitable clients. The firm’s services include plan-level consulting and participant fiduciary advice as well as customized portfolio management and financial planning for individual clients. The firm manages portfolios on a custom, non-discretionary basis, requiring client approval of transactions and employing a tactical allocation approach intended to reduce risk and pursue stronger relative performance. Investment analysis draws on fundamental, technical and cyclical methods and uses a range of instruments — including mutual funds, ETFs, equities and fixed income — with formal Investment Policy Statements used for qualified plan recommendations. Distinctive features include an emphasis on pension consulting and ERISA-related services (such as IPS development, QDIA assistance, participant education and plan surveys), a service mix that is uncommon for firms in this category. The adviser operates as a small, single-advisor firm that offers hourly and fixed-fee planning options and whose representatives are also licensed to sell insurance products, which the brochure notes can generate separate commission-based compensation.

To learn more about the advisors currently working at Turning Point Financial Advisory, 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.