Townsend Wealth Management

At Townsend Wealth Management, we are dedicated to providing exceptional financial planning and investment management services to individuals, families, and small businesses in Columbus, GA, and beyond. Our team of experienced professionals is committed to building and preserving your wealth, and we take pride in being an independent, fee-only firm.

Our Vision

Our founder, Ken Townsend, established our firm in 2001 with a clear vision: to provide excellent, independent financial advice and investment management services to families and small businesses. Today, we remain true to that vision, operating as a fee-only business that is free from commission-based incentives. This allows us to evaluate and select the best investments for our clients, without bias or conflict of interest.

Our Team

Our team is led by Managing Partner Tyler Townsend, CFP, CFA, and Partner Ken Townsend, CFP. Tyler is a seasoned financial professional with a background in industrial engineering and professional services. Ken, our founder, has a strong background in mechanical engineering and business management, with 34 years of experience at ExxonMobil Chemical Company. Our team also includes Partner Leigh Anne Thomas, who leads financial plan preparation and client engagement activities.

Our Services

We offer a range of financial planning and investment management services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We work with our clients to create comprehensive financial plans that address their unique needs and goals. Our planning services cover areas such as retirement planning, estate planning, tax planning, and more.
• Investment Management: Our investment management services are tailored to each client's individual needs and risk tolerance. We provide portfolio management, investment analysis, and asset allocation strategies to help our clients achieve their investment goals.
• Small Business Retirement Plans: We help small business owners establish and manage retirement plans, such as 401(k) and SEP-IRA plans, to attract and retain top talent.

Why Choose Us?

At Townsend Wealth Management, we are committed to providing exceptional service and expert guidance to our clients. Here are just a few reasons why you should choose us:

• Independent and Fee-Only: We are an independent, fee-only firm, which means we are free from commission-based incentives and can provide unbiased advice and investment management services.
• Experienced Professionals: Our team of experienced professionals has the expertise and qualifications to provide high-quality financial planning and investment management services.
• Personalized Service: We take the time to understand each client's unique needs and goals, and provide personalized service and guidance to help them achieve their objectives.