Broker Check

At our firm, we have the client—and only the client—in mind.

Townsend Financial Life Management is a fee based Wealth Advisory Firm located in Jupiter, Florida. Townsend Financial Life Management provides comprehensive fee-only financial planning and wealth management services to a wide variety of professionals, business owners, affluent clients, and business entities.

Our Mission

Our Mission

Our mission is simple: To provide personalized financial advice that minimizes our clients’ financial concerns and seeks to support their security. The professional staff at Townsend Financial understands that every client has unique needs. Our role is to help them make smart, well-informed decisions about their wealth - providing greater financial independence, peace of mind, and the ability to achieve their life goals.

While each of our clients is unique, they all have one thing in common: They want unbiased financial advice from experienced professionals. Townsend Financial is dedicated to providing the right solutions to achieve each client’s desired outcome.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us