Overview

Townsend Financial Life Management

Information by Research TrustFinance

https://www.townsendflm.com

Founded in 1993 by Frank Townsend, Townsend Financial Life Management is an SEC Registered Investment Adviser (RIA) based in Bellevue, Washington. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by client fees, not commissions. Its core philosophy, "Financial Life Management," integrates comprehensive financial planning and investment management to help clients align their financial resources with their personal life goals. The firm serves individuals, families, and trusts with a focus on long-term wealth management and holistic financial well-being.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service