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 serves individual and high‑net‑worth clients as well as trusts and employer retirement plans, providing financial planning, discretionary and non‑discretionary asset management, 401(k) plan monitoring, seminars and variable annuity management. The firm manages over $1.5 billion in client assets across a multi‑advisor team and offers both ongoing portfolio management and standalone planning or consultation engagements. Investment decisions are implemented through diversified portfolios using mutual funds, ETFs, individual securities, bonds and options, and the firm describes core approaches as dividend growth and capital appreciation with tactical adjustments as warranted. Townsend says it tailors asset allocation and trading discretion to each client’s circumstances, uses both top‑down and bottom‑up analysis, and provides client access to reporting and planning tools via a third‑party platform while disclosing cybersecurity and AI‑tool limitations. Compared with many peers, Townsend maintains regular client communications in the form of quarterly newsletters and also operates as a licensed insurance entity whose advisors are frequently dually registered as broker‑dealer representatives and insurance producers; the brochure discloses that advisors may implement and receive commissions on insurance and certain commission‑based securities (including variable annuities). The firm’s advisory team includes multiple credentialed professionals (CFP®, CFA®, CRPC™) and the CEO has published retirement planning books, all of which are noted in the brochure and accompanied by disclosures about related conflicts of interest.
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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