Financial Advisory Services


An educated client is our best client. You can go practically anywhere to speak with a financial advisor and purchase investments. Wall Street brokerages, insurance companies and online discount brokers are vying for your business along with financial advisors, but do they know you? Ask yourself what type of firm you should trust. At Townsend, we staff CFPs (Certified Financial Planners) and CRPCs (Chartered Retirement Counselors) at our Denver and Westminster offices. These professionals will account for your goals during the financial planning process. We provide advisory services based on what best suites you both personally and financially. We believe our business model is aligned with pursuing solutions that are in your best interest and present a superior opportunity for you because:

  • We are an independent, privately owned firm with deep roots in the Denver community
  • We rely on referrals from our clients to grow our business, which means we are very motivated to please every client we serve.
  • As an independent financial advisory firm with fiduciary responsibilities, now growing with offices serving Denver, Westminster and nearby areas, we choose financial products that are best for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.
  • Our certified and licensed advisors are salaried. We focus on developing and managing comprehensive financial strategy that meets your unique needs and we have no hidden agenda.
  • You receive personal attention and guidance from our professional advisors who come to know you.

This is the value in personal financial planning at Townsend. Our certified financial advisor and knowledgeable staff is there to genuinely assist you in the best way possible. We start our process by scheduling a free consultation at either our Denver or Westminster office, where you’re able to meet with a financial advisor to discuss your future goals and ask any questions (making sure that we are the best fit for what you’re looking for!) This consultation is a great opportunity for you to understand our financial planning process while also establishing a relationship with a financial advisor. After your consultation, our financial planners can build a profile which consists of an indepth look at your overall financial picture; including income sources, total assets available and your retirement income needs. Townsend will then schedule you in for a profile review with your advisor and see if you have any assets needing to be managed at that time.

The Townsend advisory staff includes experienced financial experts who provide advice to a variety of clientele with various needs and at various stages of retirement. You may come in for financial assistance or retirement planning, but we offer so much more. Depending upon your situation and requests, our financial advisory services include:

We encourage you to explore all the financial advisory services we offer to see what suites you. Not sure? That is no problem, as our financial advisors are ready and willing to assist you. Please contact our Denver or Westminster office to set up an appointment with a financial advisor today!


Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Townsend is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: The scope of any retirement planning, financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Townsend & Associates, Inc. does not serve as an attorney or accountant. Townsend & Associates, Inc. does not prepare estate planning documents or tax returns.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2021 Townsend

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. Townsend is accredited in Colorado only. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Securities licensed in the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Insurance licensed in the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

SEC Registered Investment Advisor

Check the background of this firm on FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this website.


North Office Address

2761 West 120th Ave. | Westminster CO | 80234
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South Office Address (No Mail)

2000 South Colorado Blvd. | Tower Two Suite 460 | Denver CO | 80222
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Aspen Address

197 Prospector Road, Suite 2104A | Aspen CO | 81611

Office Hours

Mon-Thu, 8:00 a.m. to 5:00 p.m.
Fri, 8:00 a.m. to 12:00 p.m.



For any general inquiries or to schedule a FREE consultation, please fill in the following contact form:

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