Welcome to Embark · October 30, 2026
Brandon Turnbull has joined Embark Financial Partners.
Same Brandon. Same Muskegon roots. A bigger team behind him. Whether you've worked with Brandon for years or you're just getting to know him, everything you need is right here.
Brandon Turnbull
Wealth Advisor · Muskegon, MI
231-428-9199
A note from Brandon
“My goal is to help people, period.”
Brandon Turnbull
To the clients and friends I've had the privilege of working with,
I've joined Embark Financial Partners, effective October 30, 2026. I made this decision for one reason: I believe it lets me serve you better.
Embark is a team of financial planners and client service professionals with offices in Muskegon, Rochester Hills and Overland Park. Joining them puts a deeper bench behind me — people focused on planning, operations and service — while you keep working with the person you already know.
What isn't changing is how I work. I'm still right here in Muskegon, I'm still the one you call, and I'm still focused on helping you feel confident about where you're headed.
I'll be reaching out to each of you personally over the coming weeks. In the meantime, you'll find answers to the most common questions below. Thank you for your trust.
— Brandon
For current clients
What's changing, and what isn't.
The short version: your relationship with Brandon stays the same. What changes is the support around it.
What stays the same
✓ Brandon is still your advisor and your first call.
✓ Your goals and your plan stay at the center of every conversation.
✓ Local, face-to-face service right here in Muskegon.
✓ The same personal, straightforward approach.
What's new
+ A team of planners and client service professionals supporting your relationship.
+ Embark's planning process and a secure online planning portal that keeps your financial picture in one place.
+ LPL Financial as the broker-dealer and custodian for your accounts, with online account access through LPL Account View.
+ A new home base: Embark's Muskegon office at 380 W. Western Ave, Suite 250.
How the move works
Four steps. We handle the heavy lifting.
01
You'll hear from Brandon
Brandon will contact you personally to walk through what the move means for your specific accounts.
02
Review your new paperwork
Our team prepares your new account documents. You review and sign — in many cases electronically — and we're available to answer questions along the way.
03
Your accounts transfer
Once paperwork is submitted, your accounts move to LPL Financial. We'll keep you posted as the transfers happen.
04
Welcome to Embark
We'll help you set up online access, confirm everything arrived, and sit down together to review your plan.
Common questions
Answers for Brandon's clients
Is Brandon still my advisor?
Yes. Brandon remains your advisor and primary point of contact. You'll also have the support of the broader Embark team.
Do I need to do anything right now?
Not yet. Brandon will reach out to you directly with next steps. Please wait to hear from him before taking any action on your accounts.
Will my investments be sold?
In most cases, investments can transfer “in kind,” meaning they move as they are rather than being sold. If a particular holding can't transfer, Brandon will review your options with you before anything happens.
Will my cost basis and account history come with me?
Cost basis information generally transfers with your accounts. We recommend keeping your final statements from your current firm for your records.
Are there tax consequences?
Transferring investments in kind is generally not a taxable event. If any investment would need to be sold, we'll discuss it with you first. Please consult your tax professional about your specific situation.
How will I access my accounts online?
Once your accounts arrive at LPL Financial, you can view them through LPL Account View. Our team will help you get set up.
What about statements and tax forms?
Because your accounts move during the year, you may receive 2026 tax forms from both your previous firm and LPL Financial. Keep both for your tax preparer.
Who is LPL Financial?
LPL Financial is the broker-dealer and custodian Embark works with. LPL Financial is a registered investment advisor and member FINRA/SIPC.
News & announcements
Helping spread the word?
For media, community organizations and partners sharing the news, here's the essential information in one place.
The announcement
MUSKEGON, Mich. — Embark Financial Partners welcomes Brandon Turnbull, effective October 30, 2026. Brandon, a Muskegon-based financial advisor and the founder of Millennium Capital Management, joins Embark's Muskegon office at 380 W. Western Avenue.
A University of Michigan graduate and former public school teacher and varsity baseball coach, Brandon serves as a Director of the Muskegon Rotary Club and is active with JCI Greater Muskegon, the Muskegon Area Chamber of Commerce, United Way of the Lakeshore, Pioneer Resources and the Boys & Girls Club of the Muskegon Lakeshore. He and his wife, Monica, live in the Muskegon area with their sons, Hudson and Gavin.
About Embark Financial Partners
Embark Financial Partners provides financial planning and investment management for families, pre-retirees and business owners, with offices in Muskegon and Rochester Hills, Michigan, and Overland Park, Kansas. Learn more at embarkfp.com.
Fast facts
Name
Brandon Turnbull
Role
Wealth Advisor
Effective
October 30, 2026
Office
380 W. Western Ave, Ste 250
Muskegon, MI 49440
Education
University of Michigan, B.A.
Media contact
Embark Financial Partners
team@embarkfp.com
231-903-6286
Questions about the move? We're here.
Call Brandon directly at 231-428-9199, or reach our Muskegon office at 231-903-6286 or team@embarkfp.com. Brandon or a member of our team will get right back to you.
Schedule time with Brandon