TURNING POINT FINANCIAL, INC.

Overview

Turning Point Financial, Inc. is an independent, owner-operated registered investment advisor that focuses on serving individuals, families and small-business owners. The firm combines financial planning and discretionary portfolio management with insurance brokerage and accounting capabilities, which allows it to integrate retirement income planning and insurance products into client portfolios alongside public market exposures. Fee arrangements include percentage-of-assets, hourly and fixed-fee engagements. Investment activity is heavily equity oriented. The adviser shows a clear preference for exchange-traded securities as the primary vehicle for implementing client strategies, using those liquid instruments as the backbone of client accounts. Mutual funds and annuities are employed as complementary building blocks — annuities in particular link to the firm’s insurance business and are used for clients seeking guaranteed-income or insurance-wrapped solutions. Turning Point Financial is not positioned as an active allocator to third‑party alternative fund managers and does not report an ESG-focused mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices