A complete list of active advisors currently associated with Townsend Wealth Management

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

Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans, managing roughly $194 million across about 179 client accounts with a two-advisor team. The firm operates as a fiduciary and offers both comprehensive and situation-specific financial planning alongside portfolio management and retirement-plan advice. Investment strategies are grounded in strategic asset allocation across U.S. large- and small-cap, international developed and emerging markets, and fixed income, implemented using a mix of actively managed mutual funds, ETFs, REITs, bonds, and individual securities. The firm documents client risk/return profiles in Investment Policy Statements, manages accounts on a discretionary basis, and employs operational practices such as block trading for ETFs to allocate average execution prices among clients. A distinctive aspect of Townsend’s implementation is the explicit use of derivatives — including options — in separately managed accounts, which the brochure identifies as part of its toolkit in addition to traditional securities. The firm is fee-only (receiving no third-party compensation), relies on institutional custody and support services through Charles Schwab, and discloses procedures for handling employee trades and other potential conflicts.

To learn more about the advisors currently working at Townsend Wealth Management, 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.