Modera Wealth Management, 7615 Colony Rd, Ste 120, Charlotte, NC 28226, US

HistoryMark Kenison started Turning Point Financial in 2005 after working for Fidelity Investments for just over 10 years. As a Certified Financial Planner professional, Mark wanted to offer his clients comprehensive financial planning combined with personalized service. As a Certified Financial Planner, Mark is required to be a fiduciary for his clients. A fiduciary acts in the best interest for his client at all times, and this was one of the main reasons Mark wanted to be an independent financial planner. Turning Point Financial currently manages over $25 million of client assets.SpecialtiesTurning Point Financial specializes in offering comprehensive financial planning including: retirement planning, investment management, life insurance, tax planning, & estate planning. We help clients know that they are on track to retire when they want to, and that they will never run out of money no matter how long they live. We construct diversified, low volatility portfolios for our clients that achieve better returns with less risk than comparable benchmarks. Because we realize that longevity and inflation are two of the biggest risk retirees face, we help our clients obtain safe, secure sources of lifetime income they cannot outlive.

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