About Us

Why do I need a Financial
Management Company?

Ever wonder why the rich stay rich, and their wealth grows from generation to generation? It isn’t just luck or good fortune! The rich use personal financial managers to organize, budget, and manage their assets. The result is that they live well while their wealth grows.

How Can Financial
Management Services Help?

It is amazing how many people in America have good jobs, but live only a paycheck away from financial disaster. It would be great if we could all double our income, but that is not reality. What you can do, however, is make your income work harder for you.

O. Turner & Company, LLC is an all inclusive personal financial management company and a leading global consulting and management firm. O. Turner & Company, LLC provides a wide range of services worldwide to a substantial and diversified client base through corporations, financial institutions, governments and high net worth individuals. Founded in 1975, the firm is headquartered in Sunrise, Florida and maintains offices in Orlando, the Chicago area, Atlanta, Hollywood, Florida and other major financial centers around the country will soon be online.

We have a long tradition at O. Turner & Company of providing the absolute best service to our clients, because we believe that the integrity of our business, heritage, culture and what we stand for, collectively and individually is the source of our success.

Throughout our history, O. Turner & Company has led the accounting and personal financial management services industry by aligning our efforts with our guiding principles. Today, these shared principles continue to unite O. Turner & Company’s partners around the globe.

Service

O. Turner & Company has a relentless drive to provide exceptional service – not just for our clients, but for our partners and communities. We set new standards. Skillfully execute. Deliver more. It’s what we’re known for. Regardless of what we’re providing- technology, solution or our time - we are passionately and personally committed to delivering above and beyond.

Expertise

In everything we do, expertise has always been at O. Turner & Company’s core. We know what we do well, and focus sharply on those things. We expand our knowledge and capabilities with an eye on the future. We hire and support talented professionals to help deliver creative solutions. Our expertise is why we’ve been a trusted advisor for three decades, and will continue to be for generations to come.

Integrity

O Turner & Company has a heritage of acting with the highest ethics. The utmost honesty. And unfailing reliability. We have the wisdom earned through decades of relationships. We have demonstrated the stability to weather change and uncertainty. And the insight to understand that diversity makes us stronger. For more than 30 years, our integrity has remained intact, and we have no intention of that changing.