We’ve Got Your Back
Our goal is to help deliver clarity and certainty around your journey. We do this by helping you plan for the expected and the unexpected turning points in your life, whatever that might be:
Planning for a child’s education
Considering a change in employment status or job
Facing your finances after the separation or loss of a spouse
Maximizing your resources so you use your money properly
The best way to build or sell your business
For nearly 30 years, we have been tackling challenges and helping people save, grow and protect what they’ve worked so hard for. When you work with Turning Point, you’ll get a team of experienced financial professionals who speak plainly and act as fiduciaries (we always work for your best interest).
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Advisory Team
Brennan Gmeiner, AIF®, CLTC®, WMS®
Director of Business Development & Financial Advisor
(301) 732-5549
Client Service Team
Financial Planning Team
Tax & Accounting Team
Firm Leadership
Brennan Gmeiner, AIF®, CLTC®, WMS®
Director of Business Development & Financial Advisor
(301) 732-5549
