A complete list of active advisors currently associated with Townsend
Warmer can help you find a great advisor at Townsend or one who fits your needs even better.
Townsend is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts/estates and retirement-plan participants through a team of 18 advisors, managing about $1.52 billion for roughly 1,500 clients. The firm offers financial planning, discretionary and non‑discretionary asset management (Townsend Managed Account Program), retirement plan monitoring and consultation, and services related to variable annuities and other investment products. Investment decisions are typically implemented with mutual funds, ETFs, individual equities, bonds, options and variable‑annuity sub‑accounts, using a mix of top‑down macro and bottom‑up fundamental analysis; Townsend describes two primary equity approaches — dividend‑growth and a capital‑appreciation “best ideas” sleeve — and may employ covered‑call writing and tactical cash positioning for income or defensive purposes. Advisory services are tailored on a one‑on‑one basis, clients may impose investment restrictions, and the firm uses custodial platforms (Schwab, Fidelity), consolidated reporting (Orion) and an internal AI policy that requires human review of AI outputs. Compared with many peers, Townsend publishes quarterly newsletters and runs educational seminars/workshops for clients, and the firm and some representatives are licensed to sell insurance products in their separate capacities — arrangements the brochure discloses as creating potential conflicts and which the firm addresses in its disclosures and supervisory procedures. The brochure also emphasizes the firm’s documented controls for cybersecurity, use of custodial partners, and formal policies for variable‑annuity management and client reporting.
To learn more about the advisors currently working at Townsend, 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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