Your Trusted Wealth Management Partner

At Turner Wealth Advisory LLC, we believe that true financial success is built on trust, transparency, and a well-crafted plan.

As a fee-only, fiduciary wealth management firm, we are dedicated to acting in your best interests—always. Our specialization in retirement planning and tax planning ensures that your financial future is not only secure but optimized. By cultivating long-term relationships with our clients, we focus on creating tailored financial plans and, more importantly, sticking to them.

Our holistic approach is further enhanced by our close collaboration with the CPA and law firms that practice under the same roof. This integrated strategy allows us to address most aspects of your financial life, from wealth management to tax optimization to legal considerations, providing you with a seamless, high-quality experience.

Let’s Build Your Financial Future Together

At Turner Wealth Advisory, we are more than just wealth managers—we’re your partners in financial success. Our holistic, fee-only approach ensures that you receive the highest level of service, tailored to your unique needs.

To schedule a consultation and experience the difference of working with a dedicated, fiduciary team that truly cares about your financial future.

For more information: 
Contact Us Today!

What Does It Mean to Be Fee-Only and Fiduciary?

Fee-Only

As a fee-only firm, we do not earn commissions or hidden fees from selling financial products. Our compensation comes directly from our clients, ensuring that our advice is focused on your best interests. This transparent structure aligns our success with yours, fostering a relationship built on trust and integrity.

Fiduciary Standard

Operating under a fiduciary standard means we are legally and ethically obligated to put your interests ahead of our own. We are committed to providing advice that is in your best interest.

Our Core Specializations:

1. Retirement Planning: Secure Your Future
Retirement is one of the most significant milestones in life, and planning for it requires careful consideration and expert guidance. Our retirement planning services are designed to help you achieve a comfortable and secure retirement, tailored to your unique goals and lifestyle.

Key Components of Our Retirement Planning Services:

  • Customized Retirement Roadmap: We develop a personalized plan that outlines your retirement goals, estimated expenses, and income sources.

  • Investment Strategies: We build and manage a diversified portfolio that aligns with your risk tolerance and retirement timeline.

  • Retirement Income Planning: Ensuring you have a sustainable income stream throughout retirement, including strategies for Social Security, pensions, and withdrawals from retirement accounts.

  • Risk Management: Identifying and mitigating potential risks that could impact your retirement, such as market volatility, healthcare costs, and inflation

2. Tax Planning
Effective tax planning is a cornerstone of wealth management. Our tax planning services go beyond mere compliance; we focus on proactive strategies that minimize your tax liability and maximize your after-tax wealth.

Key Components of Our Tax Planning Services:

  • Year-Round Tax Strategies: We work with you throughout the year, not just at tax time, to implement strategies that reduce your tax burden.

  • Retirement Tax Optimization: Managing the tax implications of retirement accounts, including Roth conversions, Required Minimum Distributions (RMDs), tax-efficient withdrawal strategies, and Georgia income taxation.

  • Investment Tax Efficiency: Structuring your investment portfolio to optimize tax-advantaged accounts.

  • Estate and Gift Tax Planning: Strategies to transfer wealth to future generations while minimizing estate and gift taxes.

Our Holistic Approach: Integrated Services for Comprehensive Planning

Financial planning is about more than just numbers—it’s about creating a cohesive strategy that addresses every aspect of your financial life. Our close collaboration with our affiliated CPA and law firms allows us to offer a truly holistic approach.

Working with Our CPA Firm:

Tax planning and wealth management go hand-in-hand. By partnering with our affiliated CPA firm, we ensure that your tax strategy is fully integrated with your financial plan. This collaboration allows us to:

  • Identify tax-saving opportunities in real-time.

  • Ensure seamless communication between your tax and wealth advisors.

  • Provide accurate and proactive tax advice tailored to your situation.