Turning Point Financial, Inc. is a fiduciary financial planning firm based in Charlotte, North Carolina. We help individuals and business owners make thoughtful decisions about their investments, retirement, taxes, and broader financial goals. Our advice is tailored to your needs, priorities, and time horizon, with a focus on building a lasting relationship grounded in trust.

We are a fee-based firm with a straightforward approach to compensation. We explain our fees and any potential conflicts clearly, so you understand how we are paid. As fiduciaries, we are committed to putting our clients’ best interests first.