Your deepest values connected with your financial life.
We are with you through life’s most pivotal moments—helping you find clarity, wisdom, and purpose.
Our principles guide everything we do.
We started Turning Point Financial over 30 years ago because we saw too many people whose financial lives were disconnected from their values. We exist to help clients through life’s pivotal moments and to help you find clarity, wisdom, and purpose.
Frederick, Maryland
(301) 846-9336
7210 Corporate Ct Suite A,
Frederick MD 21703
Camp Hill, Pennsylvania
(717) 774-7200
704 Lisburn Rd Ste 101,
Camp Hill, PA 17011
Covington, Louisiana
(985) 338-3570
1215 W Magnolia St,
Covington, LA 70433
We promise...
personalized financial solutions that create meaningful impact, and move you forward on the
Journey To Well Done.™
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.
Meet Kathy Troxell, CEO
Kathy co-founded Turning Point Financial with a conviction that financial services could be different—more personal, more integrated, and more aligned with what truly matters.
Her Catholic background helped to shape her understanding of human dignity and responsible stewardship. After meeting experienced professionals who shared these convictions, she knew it was possible to offer something exceptional in financial services: investment portfolios and financial advice based on timeless principles and focused on excellence without compromise.
Under her leadership, the Turning Point team has helped thousands of families find clarity, navigate important transitions with excellence, and even align their wealth with their deepest values.
“We truly love to get involved in helping people compare their options. Maybe there’s a way to do something good in the world while also making sure they do what’s best for their own families. We’ve found that there usually IS a way to do both, and we get excited about helping people figure out what it means for them.”
The Principles That Guide Everything We Do
Generosity First
We find more joy in giving than receiving. This shapes how we serve clients and how we encourage them to think about their wealth.
Integrity Always
We do the right thing, even when it’s hard. Your interests come first—period.
Relentless Commitment
Whatever it takes, our team never gives up. Your goals become our goals.
Empathy in Action
We seek to see things from your perspective. Your fears, your hopes, your questions—they all matter to us.
Excellence in Everything
We work hard for your success because it matters to us. We seek to honor the Lord by prioritizing these values and delivering services to you with excellence.
Our Team Promise
“Not all of us can do great things, but we can do small things with great love.”
We borrowed this from Mother Teresa—because it captures who we are.
Our team doesn’t just crunch numbers. We pray for our clients. We celebrate their wins. We grieve their losses. We remember their kids’ names and ask about their grandchildren. This isn’t a job for us. It’s a calling. And we consider it an honor to be trusted at the intersection of your finances and your life.
Why “Turning Point”?
Because Life Is Full of Them. The name isn’t accidental. We chose it because that’s exactly when people need us most—at the turning points in life:
- A new job or sudden job loss
- Retirement after decades of work
- The death of a spouse or parent
- A divorce that reshapes everything
- An inheritance that brings responsibility
- A business sale after years of building
These moments demand clarity. They require someone who cares about you—not just your assets. Someone who helps you see the road ahead and choose the right path. At Turning Point Financial, we don’t just help you manage money. We help you navigate life.