Tom Turner

Tom Turner

President & Financial Advisor

Tom Turner is owner and principal of The 401k Source, a Registered Investment Advisory (RIA) that specializes in The “Fiduciary Standard” for 401k plans.  Mr. Turner has 26 years of industry experience, the last ten of which he has specialized in two areas: 

  • Qualified plan design, implementation, and management
  • Guiding individuals to and through retirement

Tom feels very strongly about the fiduciary standard and running his business that way. For him it is work hard, do things the right way and everything else will take care of itself. 

Augmenting his RIA, Mr. Turner is also an Accredited Investment Fiduciary Analyst (AIFA).  With this designation, Mr. Turner has demonstrated that he has the in-depth knowledge and credentials to consult with clients on how to design, implement, and monitor their rollover processes.

Because portfolio design and investment selection is so important to achieving a comfortable retirement; Mr. Turner has also earned his Certified Investment Management Analyst (CIMA) designation through IMCA. As a result of his ongoing education and experience, his belief in passive investing has strengthened. 

Mr. Turner has strived to make The 401k Source an example of what an investment advisory firm should be.  Because of Mr. Turner's strongly independent perspective and his dedication to personal service,The 401k Source combines sage guidance and encouragement for every client.

Ready, Set, Retire!

Phone 208-287-4400
Mobile Phone 208-866-1586