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Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com

Website http://www.townsendretirement.com
Revenue $74.8 million
Employees 86 (18 on RocketReach)
Founded 1990
Phone +1 303-452-5986
Technologies
Industry Financial Services, Finance General, Comprehensive Retirement Planning, Finance, Wealth Management, In-Depth Portfolio Design, Investment Research, Estate Planning, Tax Reduction Strategies, Financial Education, 401(k)/Pension Plan Consulting, 401(k)/Pension Rollovers, 401(k) Allocation Recommendations
Web Rank 5 Million
Keywords Retirement Planning, Financial Advisor, Retirement Services, Wealth Management, Retirement Solutions, Estate Planning, Investment Management, Retirement Income, Financial Planning, Retirement Consulting, Retirement Portfolio, Long Term Care, Retirement Accounts, Tax Planning, Asset Allocation, Retirement Strategy, Fiduciary Advisor, Retirement Lifestyle, Legacy Planning, Retirement Distribution
Competitors Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, Wells Fargo Advisors, T. Rowe Price, Paulson Investment Company, LLC +44 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies

Townsend Questions

The Townsend annual revenue was $74.8 million in 2026.

Shawn Kelly is the President - Chief Operating and Financial Officer of Townsend.

18 people are employed at Townsend.

The NAICS codes for Townsend are [523, 52393, 52, 5239].

The SIC codes for Townsend are [62, 628].

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