Is Your Investment Strategy Leading You to Well Done?
Journey to
Well Done™
starts now.
Financial strategies crafted to serve your greater mission.
OUR TRUSTED, STRATEGIC WEALTH MANAGEMENT NETWORK
Personalized financial strategies for where you are right now
Align
my life
Life’s turning points bring change and also new possibilities. Let us help you through life’s transitions to move closer to your vision of “Well Done”.
Impact
my world
Your financial decisions are your value decisions. Thoughtful financial strategies can help you maximize impact in the areas that matter most to you.
Optimize
my business
As a leader, you are driven to succeed and want to do well. Let us help you coordinate advisory, tax and succession planning so you can influence your world for good.
What is your
Well Done?
Serious about investment impact?
So are we. Turning Point advisors are committed to helping you turn purpose into performance.
Support My Family
Fund a Mission
Realize a Dream
Do you have a team to get you there?
Experience a personalized journey with a seasoned team that measures success by the legacies our clients create.
YOU
Wealth Advisor
Certified
Financial Planner
Portfolio Manager
Certified
Public Accountant
Client Service Specialist
Insurance Specialist
Purpose-driven for over 30 years
For over 30 years, our mission has been to serve people: helping individuals and businesses thrive through financial clarity.
Through a purpose-driven approach to financial planning, we help you invest well and do well.
Your Journey to Well Done™
1
Map Your Journey
For you, mapping might be a conversation that helps you see the path or a complete a plan that gets you to Well Done.
2
Reach Your Goals
We measure success by the impact our clients gain when they reach their goals.
3
Experience Well Done
Creating legacy and impact is a life giving process that our clients experience on every step of the journey.
Help us get to know you...
Use this interactive form to discover your next step.
CLIENT STORY
“I never thought it was possible...”
Jeremy’s seemingly impossible dream was to construct a one-of-a-kind hiking trail that would last for generations. He never thought he would see it in his lifetime. Through collaboration with the team at Turning Point Financial, it became a reality. Two years after a pivotal conversation, the trail opened and it will exist for generations to come.
What our clients have to say
Journey to Well Done™ Podcast
Inspiring conversations about living out your greater purpose, and the journey to hearing “well done.”
How can we serve you?
Search our resource library of articles & resources.
Resources
Calculate My Investment Risk
Use our interactive risk calculator to gain insight on your current investments.
Checklists & Summaries
Download checklists and resources to prepare for lasting impact and purpose in your financial journey
Our purpose is to be an engine for good
We believe all good investments should impact something. Discover more about the projects we support.
Frequently Asked Questions
What services do you offer?
We bring everything under one roof so your financial life works together:
- Investment Management — Including values-aligned portfolio options
- Financial Planning — Our COMPASS process to map your path forward
- Insurance Solutions — Mitigate risk for your family or business
- Tax & Accounting — Coordinated advice for individuals and businesses
Your advisor will listen first, then suggest solutions for your situation.
How can I schedule a consultation?
Easy. Schedule a complimentary Discovery meeting with an advisor.
Pick what works for you:
- Book online here.
- Call us at (301) 846-9336
If you haven’t spoken with an advisor, you will need to schedule a Discovery Meeting
which is usually brief and by phone or video call — whatever’s most comfortable for you. This is simply about getting to know you and finding out if there’s alignment with our services.
How do I prepare for my first meeting with an advisor?
The advisor’s goal is to get to know you to see how we may be of service. To do this, we need to understand your situation and your concerns. Your advisor may also suggest that you bring particular documents to the meeting (i.e., recent investment statements or tax information) or send them securely in advance. We’ll guide you through what’s needed and when.
How do you charge for your services?
It depends on the service. Common fee structures include:
- Flat fees for planning projects
- Hourly fees for specialized tax or business work
- Percentage-based fees for investment management (fees are on a sliding scale
based on assets under management)
We’ve been transparent about fees for over 30 years—no surprises. The Discovery Meeting is always complimentary.
What is your investment philosophy?
We focus on quality businesses built for long-term value—not hot tips or shiny objects. We monitor holdings for performance and adjust investment portfolios as needed.
We also offer Stewardship Portfolios for clients who want their investments aligned with their values. These portfolios screen for companies committed to ethical practices and human dignity—because for many people it does matter where your money goes.
How do you keep my information secure?
Your data is protected with advanced encryption, continuous monitoring, and multilayered security. We also verify any unexpected requests before funds move. You can trust that your information—and your assets—are safeguarded.
Can you help with tax planning?
Yes. Our in-house Tax & Accounting team works alongside your advisor so that every financial decision is viewed through a tax lens. The goal: minimize what you owe, maximize what you keep, and stay fully compliant in the process.
Do you offer retirement planning?
Absolutely. Whether you’re approaching retirement or already there, we help you answer the big question: “Will I have enough?” We can’t answer that without really understanding what “enough” means to you. A tailored plan considers your goals, timeline, and solutions to any threats to success.
What is a financial plan and why do I need one?
A financial plan gets everything out of your head and onto paper—your goals, your resources, your concerns, your “what ifs.”
Our COMPASS Financial Plan uses your actual data (not generic assumptions) to create a realistic, cash-flow-based projection. It adapts as your life changes. And with our Tax & Accounting team under the same roof, even complex situations get handled efficiently.
Do you have the experience to help me?
We’ve been doing this for over 30 years. Our team includes financial planners, investment managers, insurance specialists, accountants, and tax professionals—all working together.
More importantly, we hire people who care. We’re not just subject matter experts—we want to be people experts. If your situation requires something outside our scope, we have a trusted network of specialists ready to help.