Townsend Financial, LLC
If you've ever felt like your advisor, CPA, and attorney are all doing their own thing with no one pulling it together, you've found your firm.
Townsend Financial was founded because we kept seeing the same thing: advisors, CPAs, and attorneys working independently with no one connecting the dots for the client. We launched Townsend Financial to change that.
We intentionally keep our practice small to provide exceptional ongoing care to every client. We serve business owners, high net worth individuals, and retirees with net worths between $5M and $30M. We integrate investments, tax strategy, estate planning, asset protection, business exit planning, and cash flow planning so nothing falls through the cracks. Our clients call us their personal CFO.
We genuinely love what we do. If you're looking for an advisor who will get to know you, your goals, and what you want from your money while pushing back when it matters, let's connect: https://www.townsend-financial.com/consult
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