Turnpoint Wealth Information

Turnpoint Wealth is an independent, fiduciary financial planning firm in Raleigh, NC, founded by Tyler Brown, CFP®. We help professionals and families build personalized retirement, tax, and investment strategies grounded in real data — not cookie-cutter templates. Whether you’re a decade from retirement or already there, we take the time to understand your specific goals, timeline, and concerns, then create a plan designed to get you where you want to go. Tyler brings 18+ years of experience at firms including Fidelity Investments, Fisher Investments, and Edelman Financial Engines. That institutional-level background now works for you in a fully independent setting — free from corporate quotas, product mandates, and conflicts of interest. As a CERTIFIED FINANCIAL PLANNER™ and fiduciary, Tyler is legally required to act in your best interest on every recommendation. That’s not a marketing tagline — it’s the standard we operate by. Our services include: → Comprehensive financial planning → Retirement income planning → Tax-efficient investment and withdrawal strategies → 401(k) rollover guidance → Investment management We work with clients at every career stage, with a particular focus on professionals navigating the “retirement red zone” — ages 55 and up — who are making the decisions that will shape the rest of their financial lives. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. Turnpoint Wealth and RFG Advisory are unaffiliated. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.