Their vision was to create a wealth management firm that would provide excellent, independent financial advice and investment management services for families and small businesses. Everything about the firm reflects this vision. Ken obtained his Certified Financial Planner designation prior to opening business to help his clients receive high-quality financial advice.
The firm operates as a fee-only business and does not receive any commissions for the sale or recommendation of any financial product such as stocks, mutual funds, insurance, or annuities. As an independent firm, Townsend Wealth Management is free to evaluate and select the best investments, regardless of their affiliation.
The firm operates as a fee-only business and does not receive any commissions for the sale or recommendation of any financial product such as stocks, mutual funds, insurance, or annuities. As an independent firm, Townsend Wealth Management is free to evaluate and select the best investments, regardless of their affiliation.
Services
We work hard to create a plan that meets your financial goals and then we periodically monitor the plan with you to ensure you stay on track to meet these goals. As life events occur, we help to update the plan so that you can remain on course. How should we invest our retirement savings for maximum returns within our risk tolerance?.
Our investment management services are based on three core principles: we are a fiduciary, we are fee-only, and we are independent. As Registered Investment Advisors, and not stockbrokers or insurance agents, we are legally bound by a fiduciary obligation to make decisions in our clients' best interests in everything we say and everything we do.
We understand the desire of small businesses to provide competitive employee benefits. We offer cost-effective retirement plans with all of the bells-and-whistles offered by large companies. Investment Choices: We will help select investment choices suitable for your employees. In addition to mutual fund choices, we offer our actively managed investment strategies enjoyed by our individual wealth management clients with no employee minimums.
Reviews (2)
Ryan Griffin
Sep 22, 2020
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Jeff Smith
Nov 20, 2017
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Townsend Wealth Management provided us excellent advice and offered a variety of options to help us meet our financial goals. They were friendly and accommodating, taking the time to help us understand more complex ideas and strategies. They are independent, which ensures you won't feel like you're being sold something you don't really need.