WEALTH MANagement • CO-FOUNDER
Glen
Turner
Senior Partner & Managing Director of Eagle Harbor Advisors
Forbes Top Wealth Advisor. Former USAF C-130 Special Ops Commander. American Airlines pilot. 25+ years helping business owners protect and transition their wealth.
Forbes Top Wealth Advisor 2024
CPFA
CRPC
C(k)P
About Glen Turner
Glen's expertise is particularly focused on assisting individual clients with complex wealth management and retirement needs. He also has extensive experience working with business owners on the intricate issues involved in exit and succession planning, and is a founding member of the Business Owners Council for Growth and Planning.
Glen Turner is the Senior Partner and Managing Director at Eagle Harbor Advisors. He specializes in wealth management and retirement planning, with a rich background that spans military service, aviation, and financial services.
In addition, Glen is uniquely qualified to support corporate clients in structuring Simple, SEP-IRA, 401(k), and hybrid Cash Balance plans.
My background in the military taught me that preparation isn't optional — it's the difference between a successful mission and a failed one. Exit planning is no different.
Professional Designations
Certified Plan Fiduciary Advisor (CPFA)
Chartered Retirement Planning Counselor (CRPC®)
Certified 401K Professional (C(k)P®)
Military Service
Before entering financial services, Glen served as a military officer in the United States Air Force from 1985 to 1992. He was a C-130 Special Ops Instructor Aircraft Commander, and his service during Operation Desert Storm earned him the USAF Air Medal for Aerial Combat.
Aviation Career
Following his military career, Glen transitioned to aviation and became a pilot with American Airlines in 1992. He holds Type Ratings on several aircraft, including the B727, A310, B757, B767, B777, and L382.
Recognition
In 2024, Glen was selected as one of Forbes America's Top Wealth Advisors — a recognition that reflects his commitment to providing high-quality advisory services and his deep understanding of the complexities involved in retirement planning and corporate benefit arrangements.
Glen graduated from Boston College in 1981.
Beyond the Office
When he is not assisting clients, Glen enjoys skiing, traveling, and donating his time to Wounded Warriors and other military veteran organizations. He lives in Boca Raton with his wife, Marleny, where they enjoy boating, deep-sea fishing, and the many benefits of living in South Florida.
AREAS OF EXPERTISE
Wealth Management
Complex planning for high-net-worth
individuals
Retirement Planning
CRPC® certified retirement strategy
Exit & Succession Planning
Business transition for owners
Corporate Benefits
401(k), SEP-IRA, Cash Balance plans
CAREER HIGHLIGHTS
Forbes Top Wealth Advisor
Selected 2024
USAF Air Medal
Operation Desert Storm
American Airlines Pilot
Type Rated · 6 aircraft
Ready to work with Glen?
Schedule a free consultation and speak directly with Glen about your exit planning goals.
OUR TEAM
The People Behind Every Successful Exit.
LEGAL • CEPA
Kelly Sturmthal
Attorney & Exit Planning Advisor
Estate planning attorney and Certified Exit Planning Advisor with 25+ years guiding business owners through succession, legal structuring, and legacy planning.
FULL BIO ➞
M&A • DEAL MAKER
Jeff Weiss
Sellside Group
25+ years closing high-stakes M&A transactions across private equity, middle-market, and founder-owned businesses. Strategist and closer in equal measure.
FULL BIO ➞
TAX • CPA
Luke Haggerty
James, Surman & Goldberg
CPA specializing in tax compliance, business combinations, and income tax strategy for middle-market businesses and private equity-owned enterprises.
FULL BIO ➞