About the firm
Turning Point Financial is a purpose-driven wealth management firm founded over 30 years ago to help individuals and businesses thrive through financial clarity. The firm offers personalized financial strategies, investment management, and financial planning designed to align clients' financial lives with their deepest values. With offices in Frederick, Maryland; Camp Hill, Pennsylvania; and Covington, Louisiana, the team serves clients through life's pivotal moments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning (including the Compass Journey™ process), tax planning, business advisory and succession planning, insurance, and certified public accounting services.
Who they serve
Individuals and businesses, including families navigating life transitions such as retirement, divorce, loss of a spouse, inheritance, career changes, and aging parents, as well as business leaders seeking advisory, tax, and succession planning.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of July 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Turning Point Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched