A complete list of active advisors currently associated with Townsend Financial

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

Townsend Financial is a solo, state-registered, fee-only investment adviser that serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. In addition to planning and asset management, the firm provides personal tax return preparation and offers speaking engagements and seminars for groups. The firm emphasizes passive investment management and modern portfolio theory, building portfolios with index mutual funds and ETFs and occasionally engaging third‑party managers while retaining discretionary trading authority. It offers planning on flat‑fee and hourly bases and states that fees are negotiable, reflecting an approach that does not rely solely on a standardized percentage‑of‑assets billing model. Townsend Financial’s Brochure highlights the adviser’s accounting background and professional credentials (including CPA and CFP designations) and the inclusion of tax preparation among its services, a combination that is less common for independent solo advisers. Its client-facing materials and marketing also include educational seminars and—uncommon among peers—disclosures of predecessor and hypothetical performance and the use of client testimonials.

To learn more about the advisors currently working at 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.