About Tyler Brown, CFP® | Turnpoint Wealth Raleigh

In aviation, a turn point is the place in a flight plan where the direction changes.

Retirement creates the same kind of shift. Earning and saving give way to spending, withdrawing, and decisions that can affect many years ahead.

Tyler is a private pilot, so the name is personal. But the idea is bigger than flying: retirement is a real change in direction, and it deserves a deliberate plan.

Tyler Brown, CFP®
Downtown Raleigh skyline

Tyler Brown is the founder and wealth advisor at Turnpoint Wealth in Raleigh, North Carolina.

He grew up in western North Carolina and saw financial services up close through his father's work in the insurance business. He attended NC State University and began his career in financial services as the mortgage crisis was reshaping markets and households alike.

Tyler spent 11 years at Fidelity Investments, from 2007 to 2018, including work in retirement planning. He then joined Fisher Investments from 2018 to 2020, followed by Edelman Financial Engines from 2020 to 2025. He earned his financial planning certificate from Georgetown University and holds the CERTIFIED FINANCIAL PLANNER® certification administered by the CFP Board. In April 2025, he founded Turnpoint Wealth to build a more direct, planning-first relationship with clients.

Today his work centers on people in the years around retirement. He treats retirement income, taxes, investments, Social Security, healthcare, equity compensation, and estate planning as connected decisions rather than separate topics.

As a fiduciary, Tyler is obligated to put his clients' interests ahead of his own. That standard shapes how Turnpoint Wealth works: recommendations serve the plan rather than a product, and Tyler sits on the same side of the table as the people he advises. For someone making decisions that will affect the rest of their financial life, that alignment is the starting point, not a detail.

Outside the office, Tyler spends his time with his wife Tracy, their daughter, and their two dogs. He's also a hockey fan.

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Turnpoint Wealth does not start a retirement conversation by asking which investment someone should buy. It starts by asking what the person is actually trying to solve.

Can I retire? How much can I spend? What happens to taxes? When should I claim Social Security? Do I have too much company stock? What happens if I leave work before Medicare? What should I do with this old 401(k)?

Those questions shape the plan. Investments are one part of the answer, not the whole answer.

It is all about problem solving. What is the problem that I can solve?
The plan should address the decision the client is actually trying to make, not hide it inside a stack of charts. Retirement decisions affect one another. Showing those connections helps clients understand why a recommendation is being considered. A retirement plan should help clients see how spending, income, taxes, and investments may evolve over time instead of reducing retirement to one final number. Retirement comes with uncertainty. The response should be preparation, analysis, and a process that can adapt as life changes.