Engine for Good
Mobilizing Financial Services to Make a Difference
An Engine For Good
We believe your money is an extension of who you are—and what you do with it matters. At Turning Point Financial, a lived faith and timeless principles fuel everything we do: a desire to love and serve others with excellence, and to help our clients do the same. This isn’t a side project. It’s the heart of who we are.
More Than a Financial Firm
Most financial companies measure success in assets under management. We measure it differently.
Yes, we help clients grow wealth, minimize taxes, and plan for the future. But we’ve always believed there’s a bigger purpose: to steward what we’ve been given and use it for good—in our own lives, in our clients’ lives, and in the world
“We can make financial decisions that result in good things for ourselves while also inspiring hope in others. We have many stories about this! People lifting up the poor, beautifying nature, or improving their local communities. This brings us great joy – helping others steward their wealth while finding unique ways to live out their own expression of love for their neighbor.” — Kathy Troxell, CEO
Our Three Pillars
Community. Growth. Purpose.
These aren’t just words on a wall. They’re the engine that drives everything we do—how
we serve clients, how we treat each other, and how we show up in the world.
Community
Recognizing the Dignity of Every Person
We believe every human being has inherent dignity—and that belief shapes how we act. It’s why we invest in companies that treat people well. It’s why we serve clients who are rebuilding after loss. And it’s why we show up for our neighbors in need.
When you recognize the dignity of every person, generosity stops being optional. It becomes who you are.
Growth
Helping People Thrive
Growth isn’t just about portfolios. It’s about helping people become more fully themselves—more confident, more free, more able to pursue what matters.
We help clients get their arms around their financial lives so they can stop worrying and start dreaming. And we invest in our own team, because people who are growing are people who are thriving.
Purpose
Love and Serve Others
Our mission is straightforward: to love and serve others. As a financial services organization, we strive to be a powerful force for good—not only by delivering outstanding financial solutions but also by inspiring individuals to find innovative ways to positively impact their families and their respective communities.
“Not all of us can do great things. But we can do small things with great love.”
— Saint Teresa of Calcutta
How We Give Back
It Starts With Us
We made a commitment: charitable giving isn’t an afterthought—it’s a line item. A portion of every dollar we earn goes to support causes that align with our values. For three consecutive years, we’ve exceeded our annual giving goals.
But money is only part of the equation.
We’re proud of a team that works hard and serves hard.
That’s not a slogan—it’s something we’ve experienced. And we want our clients to experience it in their own way too.
Here’s what most people don’t realize: with a few intentional decisions, you can dramatically increase your capacity to give—without sacrificing your family’s financial goals and wellbeing.
Impact Strategies
Donating appreciated stock instead of cash (and avoiding capital gains taxes)
Donor-advised funds that let you give now, distribute later, and maximize tax benefits
Charitable remainder trusts that provide income to you and support causes you love
Legacy planning that directs wealth to family and charity—instead of the IRS
If the IRS is your silent business partner, they get to decide where your money goes. But if you take the reins and direct it intentionally, you gain so much more—for your family and for the causes that matter to you.
Sometimes the cost to you is nothing. Sometimes it’s nominal. But the impact can be transformational.
Values-Aligned Investing
Own What You Believe In
It does matter where your money is invested. When you own a stock, you own part of a company—and you’re responsible for what that company does.
Our Stewardship Portfolios screen for companies committed to:
Ethical labor practices and human dignity
Good governance and transparency
Alignment with Christian principles
You don’t have to sacrifice returns to honor your values. It’s possible to do both. We’ve seen it. We’ve done it. And we’re excited to help you experience it.
Organizations We Support
Changing Lives. Strengthening Communities.
We partner with mission-driven organizations tackling critical issues— food and housing security, education, addiction recovery, financial literacy, and other essential resources for those in need. These groups are doing great work, and we’re honored to support them.
Be Part of the Engine
Whether you’re a client exploring how to grow your assets and give more strategically, or someone who shares our vision for using business as a force for good—we’d love to connect.
Your financial life can be about more than security. It can be about significance.
Mercy Center Foundation USA
Providing education, mentorship, and life-changing opportunities for young women in Lare, Kenya, empowering them to break the cycle of poverty and build brighter futures.
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Education has the power to transform lives, and Mercy Center Foundation USA is dedicated to providing young women in Lare, Kenya, with the tools they need to break the cycle of poverty. Through its Mission of Mercy Secondary School, the foundation offers quality education, mentorship, and leadership training, equipping students with the skills and confidence to create brighter futures.
For many girls in rural Kenya, access to education is limited due to financial barriers, cultural norms, and lack of resources. The Mercy Center Foundation steps in to remove these obstacles by providing scholarships, school supplies, safe housing, and daily meals, ensuring that students can focus on learning without the burden of financial hardship. Beyond academics, the school emphasizes personal development, career readiness, and community service, fostering a new generation of strong, independent women who will become leaders in their communities.
The impact of this initiative extends far beyond the classroom. Many graduates go on to pursue higher education, start businesses, or take on leadership roles, uplifting not only themselves but also their families and society as a whole. By investing in these young women today, the foundation is shaping a more equitable and prosperous future for generations to come.
The Mercy Center Foundation USA relies on the support of donors, volunteers, and advocates who believe in the power of education. Whether through financial contributions, sponsorships, or mentorship programs, there are many ways to get involved and make a difference.
COMPASS Financial Ministry
Helping individuals and families achieve financial freedom through biblically based money management, debt reduction, and stewardship training.
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Financial freedom is within reach for those who have the right tools and knowledge. COMPASS Financial Ministry is dedicated to helping individuals and families eliminate debt, manage money wisely, and build lasting financial security—all through biblical principles of stewardship.
The program provides financial literacy courses, debt management strategies, and personalized coaching to help participants gain control over their finances. Whether struggling with debt, seeking to save for the future, or looking to become a more generous giver, COMPASS offers faith-based financial education that aligns money management with spiritual values.
By providing practical tools and scriptural guidance, COMPASS empowers people to make smart financial decisions, achieve stability, and create a legacy of generosity.
Mission of Mercy
For over 25 years, Mission of Mercy has been a beacon of hope for individuals and families who lack access to essential healthcare services. As a nonprofit, faith-based organization, Mission of Mercy is dedicated to providing free medical, dental, and prescription services to those in need, ensuring that no one is denied care due to financial hardship or lack of insurance.
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With a network of compassionate volunteer doctors, nurses, and healthcare professionals, Mission of Mercy operates mobile clinics that serve communities where access to affordable healthcare is limited. These mobile units provide comprehensive medical treatment, preventative care, and life-saving medications at no cost to patients. The organization’s goal is not just to treat illness but to restore dignity, health, and hope to individuals facing significant barriers to care.
Beyond immediate medical assistance, Mission of Mercy fosters long-term relationships with patients, emphasizing continuity of care and education on chronic disease management. The organization also partners with local businesses, churches, and community groups to create a support network that extends beyond clinical treatment.
Through its unwavering commitment to compassion, integrity, and service, Mission of Mercy has impacted thousands of lives, bridging the healthcare gap for underserved populations. Their work aligns closely with Turning Point Financial’s commitment to supporting impactful organizations, ensuring that vital resources reach those who need them most.
By supporting Mission of Mercy, individuals and businesses can help sustain a vital safety net for those left behind by traditional healthcare systems. Every donation, volunteer effort, and partnership brings the mission closer to a world where quality healthcare is a right, not a privilege.
Crossroads Freedom Center (MD)
A faith-based rehabilitation center in Maryland offering recovery programs, job training, and mentorship to help men overcome addiction and rebuild their lives.
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For individuals struggling with addiction, homelessness, and life challenges, the Crossroads Freedom Center provides a transformative pathway to recovery. This faith-based rehabilitation center in Maryland focuses on holistic healing, offering structured recovery programs that address spiritual, emotional, and practical needs.
Through counseling, life skills training, and job readiness programs, Crossroads Freedom Center helps individuals not only break free from addiction but also reintegrate into society as self-sufficient, purpose-driven individuals. Residents engage in mentorship, faith-centered guidance, and community support, gaining the tools needed for long-term success.
The program emphasizes discipline, accountability, and personal growth, creating an environment where individuals can overcome their struggles and develop new opportunities. With support from donors, volunteers, and community partners, Crossroads Freedom Center continues to change lives and restore hope for those in need.
Food for the Poor
Providing food, housing, clean water, and medical aid to communities in the Caribbean and Latin America to fight poverty and create lasting change.
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For over 40 years, Food for the Poor has been a lifeline for millions of people across the Caribbean and Latin America, working to alleviate hunger, homelessness, and lack of clean water. By partnering with local organizations and churches, Food for the Poor delivers critical aid, sustainable development projects, and emergency relief where it is needed most.
Their approach goes beyond immediate relief—by focusing on housing, agriculture, education, and job training, they empower communities to achieve long-term self-sufficiency. Every year, Food for the Poor provides millions of meals, builds homes for families in crisis, and installs clean water systems to prevent disease.
With the support of donors, volunteers, and corporate partners, this organization continues to make a tangible impact on global poverty, proving that compassion and action can change lives.
United Way of Frederick County
Strengthening the Frederick community by providing financial stability, education, and healthcare support to individuals and families in need.
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The United Way of Frederick County is committed to advancing financial stability, educational opportunities, and healthcare access for families and individuals in need. By uniting local businesses, volunteers, and community leaders, they develop and fund programs that create long-term solutions to social and economic challenges.
Their initiatives focus on early childhood education, workforce development, and emergency assistance, ensuring that families have the resources needed to achieve self-sufficiency and success. Programs such as financial coaching, scholarship opportunities, and housing support help break the cycle of poverty and open doors to brighter futures.
United Way’s impact is made possible through donations, partnerships, and volunteer efforts. Whether through mentorship, advocacy, or financial contributions, everyone can play a role in building a stronger Frederick community.
SOAR Frederick
Empowering at-risk youth in Frederick through mentorship, education, and life skills training to create brighter futures and stronger communities.
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For many young people, a strong support system can make all the difference in shaping their future. SOAR Frederick is dedicated to mentoring, educating, and empowering at-risk youth, providing them with the guidance and resources they need to succeed academically, socially, and professionally.
Through mentorship programs, leadership development, and career training, SOAR helps young people gain confidence and practical skills that prepare them for higher education and employment opportunities. By partnering with schools, businesses, and local organizations, the program creates a safety net that prevents youth from falling through the cracks.
SOAR Frederick’s mission is made possible by dedicated mentors, donors, and volunteers who believe in the potential of every young person. Their work ensures that today’s youth have the tools, support, and encouragement to become tomorrow’s leaders.