Where Financial Sophistication Meets Hometown Connection
Tailored wealth strategies, grounded in community, and built for your future. Build a financial life that reflects who you are and where you’re headed.
The Townsend Difference: Experience Rooted in Connection
Choose Townsend for insightful, personal financial guidance.
We serve clients with sophisticated strategies and the neighborly warmth of a close-knit team. With us, find a partner who listens, understands, and empowers you.
Your life, your goals, your financial plan.
Tailored Advice
No hidden agendas, just clear, strategic guidance.
Open Insight
Your money should serve your life, not the other way around.
Wealth with Purpose
We’re right here in your community, and we’re here for you.
Neighborly Service
Strategies Designed
for Your Personal Vision
Your financial journey is as distinct as you are. At Townsend, we craft tailored plans to help you navigate every stage of life with clarity and care.
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate & Legacy Planning
What Our Neighbors
Are Saying
Townsend takes the stress of investing off our plate!
“We selected Townsend after interviewing several firms. We wanted a firm that had bench strength and could help me in the event my husband passes away first. I feel comfortable with the whole team.”
“We appreciate the investment guidance from Gerald and James, the helpfulness of the staff and also the educational seminars.”
“Townsend has taken the stress of investing away from our family. They are my family's CFO.”
“Genuine concern regarding our finances. Always available to answer questions that we may have and of course utmost professional conduct not to mention just good people.”
“Helping us stay organized with our finances and look at the big picture, so we can plan for the future.”
*Reviews contain testimonials by clients of our services. These testimonials reflect the real-life experiences and opinions of such clients. However, the experiences are personal to those particular clients, and may not necessarily be representative of all clients of our services. We do not claim, and you should not assume, that all clients will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The views and opinions contained in the testimonials belong solely to the individual client. Clients are not paid or compensated for their testimonials.
Secure income, tax efficiency, legacy planning
For Your Retirement Years
Purposeful Planning.
Trusted Partnership. Lasting Impact.
*Data as of 8/14/25
Your Financial Journey,
Enhanced by Experience
and Empathy
At Townsend, we believe your financial plan should reflect your story, ambitions, and values.
Rooted in our community yet connected to a world of opportunity, we bring a thoughtful, personalized approach to every relationship.
Our team combines deep expertise with a genuine commitment to understanding what matters most to you. For decades, we’ve worked alongside families, entrepreneurs, and visionaries to turn their goals into reality.
When you work with Townsend, you’re not just a client. You’re part of a partnership built on trust, transparency, and a shared commitment to your well-being.
Stay informed about what matters
Let’s Begin Your Next Chapter Together
Ready to take the next step toward your financial future?
We’re here to help. Whether you’re planning for retirement, growing your business, or simply exploring your options, Townsend is your partner in possibility.