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, serving individuals and families with a personalized, coordinated approach to financial planning and wealth management. The firm specializes in retirement planning, small business owner strategies, working professionals navigating equity compensation, and women’s financial empowerment, with a focus on income velocity, tax optimization, and wealth preservation. Serving clients primarily between the ages of 45 and 65, the firm emphasizes long-term relationships, open communication, and strategic alignment with clients’ life goals. It operates across Columbus and surrounding areas, maintaining a 5.00 rating based on client reviews.

The firm’s approach centers on integrating financial planning, investment management, and professional collaboration to deliver comprehensive guidance. Clients engage with a team of specialists, including a founder with multiple designations, a client relationship manager, operations associate, client liaison, and an investment committee composed of CFA charterholders and a CPA/PFS. The team works in alignment to support clients through dynamic life stages, offering services ranging from budgeting and estate planning to tax strategies, retirement income analysis, and succession planning. The firm emphasizes clarity, education, and proactive strategy, ensuring clients understand their financial plans and feel confident in their decisions.

The office is located at 4200 Regent Street, Suite 200, in the Easton neighborhood of Columbus, about a mile from Easton Town Center and the Legoland Discovery Center. It sits just off Morse Crossing, near the Community Room and the Funny Bone Comedy Club & Restaurant, placing it in a vibrant, accessible part of the city.

With a strong reputation for personalized, relationship-driven service and a client-first philosophy, Elevated Wealth Advisory Group stands out in Columbus for its depth of expertise, collaborative team structure, and commitment to aligning financial strategy with life goals. The firm’s focus on holistic planning and long-term partnership reflects its standing as a trusted guide for those seeking intentional financial direction.

Services:

• Comprehensive Financial Planning
• Estate and Retirement Planning
• Insurance and Risk Management
• Investment Management
• Tax Planning and Strategy