Collaborative Financial Planning With a Team You Can Trust

We work closely with you to craft a well-defined financial plan so you can turn your attention to what matters most.

(and Protecting)
Your Wealth

At Pring Turner, we understand that being focused only on growing a client’s wealth is short-sighted. The nature of portfolios is that they both gain and lose value in rhythm with, and driven by, market fluctuations and other economic forces. The key is to achieve steady, consistent gains while minimizing losses. And that requires a level of foresight and market knowledge that’s uncommon in the industry.

How we can help

Our Financial Services

Investment Management

Our investment management service builds many layers of protection into your diversified investment portfolio. We are dedicated to generating the best risk-adjusted returns possible for you. Our “All-Season” approach emphasizes high quality, strong value, and income producing investments and is designed to adapt to the ever-changing economy and financial markets.

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Financial Planning

We help craft a financial plan that fits your future and offer honest, effective, and creative financial advising that will guide you through accumulating, preserving and enjoying your family wealth. Tax efficient investing, charitable giving, contingency planning, retirement forecasting and legacy preparation are tailored to your specific circumstances.

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Retirement Planning

With our experience and well-designed process, we are your partner in preparing for and enjoying a secure retirement. Our retirement forecasting tools help determine how much you can afford to support your lifestyle after you retire and the best strategy to help you get there. We can help you organize and plan for your retirement so you will be confident you will have everything prepared for when you need it most.

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Sub-Advising for Financial Advisors

If you are a financial advisor or financial planner looking for an experienced partner with a proven track record to help manage your clients investment portfolios, our sub-advising service could be the solution for you. With this service, you partner with us as we manage diversified investment portfolios for your clients based on a unique business cycle strategy.

Learn more about Sub-Advising for Financial Advisors

Our Methodology

The Pring Turner Advanced Investment Barometers™

At Pring Turner, we’re market and business cycle analysts and financial advisors to high-net-worth clients. We’re not passive tour guides. Our Advanced Investment Barometers (AIB) enable us to gauge market pressures and are designed to prepare you for all economic environments. 

Our Clients

Who We Work With

We serve a diverse range of people, all with one common over-riding goal, to protect and grow wealth safely. We serve individuals, families, and financial advisors from all across the United States including:

  • People Nearing Retirement
  • Financial Advisors
  • Retirees
  • Business Professionals
  • Business Owners
  • Attorneys
  • Growing Families
  • Health Care Professionals
  • Technology Professionals

Featured In

About us

Experienced and knowledgeable investment advisors on your side.

As one of the most experienced financial advisory firms located in Walnut Creek (45 years in business), we provide highly personalized financial advice to you and your family. We work with you to develop a financial plan, plan for your retirement, build your diversified portfolio and continually monitor your investments. Our goal is to help put your money safely to work so you may enjoy a better life. Meet the Financial Advisor Team.

Learn how our unique approach and personalized advice can help you grow the value of your financial portfolio.


Keeping You Informed

Financial news and resources to help you make the right decisions.

2022 Fall Client Event!

This year marks Pring Turner’s 45th year of helping clients protect and grow their wealth. Over the decades, we have successfully helped our clients navigate through many bull and bear markets. A key lesson we learned along the way is that financial markets move from...


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