Elevated Wealth Advisory Group – Chamie Townsend, CFP®, AAMS™, CRPC™
Contact Information
-
Address
Financial planner · · 4200 Regent St #200, Columbus, OH, 43219 -
Phone
(614) 944-5751 -
Website
myelevatedwealth.com
Location
About Elevated Wealth Advisory Group – Chamie Townsend, CFP®, AAMS™, CRPC™
Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ is a financial planner in Columbus, OH. The firm provides personalized financial planning and investment management, integrating planning, investment strategy, and professional collaboration to support clients in building, growing, and protecting their assets. The practice serves solo and partnered achievers between the ages of 45 and 65, focusing on retirement optimization, small business ownership, and high-earning professionals navigating equity compensation and complex tax brackets. The firm holds a rating of 5.00 based on customer reviews.
The team is led by founder Chamie Townsend, CFP®, AAMS™, CRPC™, who serves as Wealth and Lifestyle Strategist and CEO. Additional staff include Carol Whatley as Client Relationship Manager, Kim Pegg as Senior Operations Associate, and Johnetta Zantt as Client Liaison. An investment committee supports the firm, comprising Arild Holm, James Wessels, Jared Sutton, and Sean Phillips, all holding CFA credentials. Subject matter experts include Andrew Jensen for risk management, Ashlynn Pecinovsky as a tax consultant, and Cindy Vandenburg. The firm’s approach is structured across three engagement levels: Budget, Finance, and Wealth. The Budget level focuses on cash flow tracking, spending analysis, and net worth organization. The Finance level addresses insurance solutions, portfolio analysis, tax efficiency, retirement income planning, and education savings. The Wealth level covers business owner strategies, inheritance and windfall planning, charitable giving, and coordination with local estate attorneys and CPAs.
The office is located at 4200 Regent Street, Suite 200, in the Easton neighborhood of Columbus. It sits about a tenth of a mile from the Easton Town Center and the Community Room. The location is also within a short walk of Morse Crossing and the Legoland Discovery Center Columbus.
The firm is known for a positive rating from the customers who have reviewed it. This standing reflects a practice that prioritizes long-term relationships and coordinated financial guidance for clients in the Columbus area.
Elevated Wealth Advisory Group - Chamie Townsend, CFP®, AAMS™, CRPC™ brings a coordinated, relationship-driven approach to financial planning in Columbus, serving clients with integrated strategies for wealth and lifestyle.
Services:
- Comprehensive Financial Planning
- Estate and Retirement Planning
- Insurance and Risk Management
- Investment Management
- Tax Planning and Strategy
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