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

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

Townsend Financial Planning provides fee‑only financial planning and investment management to individuals, families, and small business owners, including high‑net‑worth clients. Its services include bundled wealth management for larger account households, standalone investment management for smaller accounts, financial planning engagements, trustee services, and employer retirement plan consulting and education. The firm follows a discretionary, long‑term, buy‑and‑hold investment approach that emphasizes diversified, low‑cost index funds and ETFs and uses asset allocation and periodic rebalancing grounded in modern portfolio theory. It customizes portfolios and client relationships—coordinating with clients’ other advisers, offering relationship management for households over $750,000, and, where appropriate, employing third‑party managers and sub‑advisers (TAMPs). Compared with many peers, Townsend more actively publishes and shares client communications and outreach: it consolidates client testimonials via a third‑party service, distributes periodicals/newsletters, and conducts educational seminars and employee education sessions for retirement‑plan clients. The firm also recently added sub‑advisers to its service mix and generally limits discretionary crypto purchases to client‑authorized transactions, and it treats cash positions as a managed asset class.

To learn more about the advisors currently working at Townsend Financial Planning, 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.