Townsend Financial Planning, LLC


Townsend Financial Planning, LLC is a financial planning & wealth management firm headquartered in Mount Sterling, KY, with additional offices in Lexington & Louisville.  The firm focuses on providing Fee-Only financial planning, investment advice, & second opinions to individuals, couples & families.
 

FIRM VISION: With planning comes peace.
 

FIRM MISSION:

Fostering trust through personal relationships
We listen. We know who our clients are and what is important to them.
 

Delivering expert advice
We are dedicated to continuing our education. We are committed to protecting our clients and acting in their best interest. We are a fiduciary.
 

Inspiring confidence
We walk with our clients while holding their hand. We help them make sound financial decisions.
 

Providing exceptional service
We have a team that genuinely cares about each other and the clients we serve. We pay attention to the details. We are knowledgeable, friendly, and always ready to help. This is not just a job to us; it is our mission.
 

Schedule an introductory call to learn more.

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Advisors at this Office

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This Office

7058 New La Grange Rd Suite 6 Louisville, KY 40222 Phone: (502) 630-0707

Primary Office

36 E Main St Mount Sterling, KY 40353-1414 Phone: (859) 498-2020 Fax: (859) 274-4122

Other Offices

7058 New La Grange Rd Suite 6 Louisville, KY 40222 Phone: (502) 630-0707
710 East Main St. Lexington, KY 40502 Phone: (859) 299-2020 Fax: (859) 274-4122