A complete list of active advisors currently associated with MP Townsend Financial

Warmer can help you find a great advisor at MP Townsend Financial or one who fits your needs even better.

MP Townsend Financial is a small independent advisory firm that primarily serves individual clients, managing about $5.4 million across roughly 46 client relationships. The firm offers discretionary portfolio management, ongoing financial planning and consulting, and public seminars and workshops on investment topics. The firm manages accounts under written Investment Policy Statements and uses model portfolios — including access to the Altruist model marketplace and the ability to build custom models — to implement client strategies, with periodic account reviews and analysis that draws on fundamental, technical, and cyclical methods. It also maintains a limited number of legacy wrap-program accounts managed through EQIS, though no new clients are placed on that platform. Noteworthy distinctions include affiliated business activities in tax consulting, insurance sales, and a real estate brokerage; these affiliations are disclosed and are reported to consume under 10% of the advisor’s time, with conflicts mitigated by disclosure and allowing clients to choose other providers. The firm’s practice of offering free educational seminars and workshops is also less common among comparable independent advisers.

To learn more about the advisors currently working at MP Townsend Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.