Where Financial Sophistication Meets Hometown Connection
Tailored wealth strategies, grounded in community, and built for your future. Design the future you deserve today!
The Townsend Difference: Expertise Rooted in Connection
Choose Townsend for insightful, personal financial guidance.
We blend national firm sophistication with neighborly warmth. With us, find a partner who listens, understands, and empowers you.
Tailored Advice
Your life, your goals, your financial plan
Open Insight
No hidden agendas, just clear, strategic guidance.
Wealth with Purpose
Your money should serve your life, not the other way around
Neighborly Service
We’re right here in your community, and we’re here for you
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 confidence.
Wealth Management
Financial Planning
Tax Planning
Retirement Planning
Estate & Legacy Planning
What Our Neighbors
Are Saying
Townsend takes the stress of investing off our plate
“Townsend has been an invaluable partner in shaping our family’s future. Their expertise and genuine care have made all the difference.”
“As a business owner, I needed a team that could handle complexity without losing sight of the human side. Townsend delivers both with grace and precision.”
“Townsend has been an invaluable partner in shaping our family’s future. Their expertise and genuine care have made all the difference.”
Not just for you, but for the generations after you
Whether you’re envisioning a fulfilling retirement, growing your legacy, or navigating life’s transitions, we’re here to guide you with clarity and care. With a blend of local insight and national expertise, we deliver strategies that are as intentional as they are impactful.
We can achieve the best of both worlds: evolving for the future while preserving our core values that you know and love. We’re about creating a plan that aligns with your life, your convictions, and your vision for prosperity.
Secure income, tax efficiency, legacy planning
For Your Retirement Years
Purposeful Planning.
Trusted Partnership. Lasting Impact
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