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Comprehensive Wealth Management

LEARN MORE ABOUT OUR FIRM

We turn your goals into reality.

GOAL-ORIENTED, RISK-AVERSE & MULTI-GENERATIONAL
WEALTH MANAGEMENT

At Godsey & Gibb, our advisors work closely with you to reach your goals while protecting your assets. As a risk-averse wealth management company, we take calculated risks that align with your risk profile to help your investments grow while also keeping your, and your families, financial security in mind.

Our firm has been in business for over 35 years, and navigated the ups and downs of many market cycles for our clients. In addition to our investment services, we also offer a suite of additional services to help you understand your entire financial picture and keep your retirement goals on track.

Our Wealth Management Services

Investment Management

Financial Planning

Tax Planning & Preparation

Family Wealth Advising

Retirement Planning

Charitable Giving Strategy

Insurance Consulting

Estate Planning

And More...

Questions?

Please let us know if you have any questions about our firm or our services. One of our Wealth Management Advisors would be happy to assist you.

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Current Clients

States We're Supporting Clients In

Years in Business

Who We Help

Our clients span multiple life stages, are focused on a wide array of financial goals, have differing levels of financial knowledge, and have accumulated various levels of wealth. What our clients have in common, is the desire to work with a wealth management advisor who will focus on their best interests and not invest in a manner that could put their financial situation at risk. Most of our clients fit within the following:
AGE RANGE:

All ages (predominantly 50+)

AMOUNT INVESTED:

$500k – $20M+

Goal-Oriented Wealth Management

Our team focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. Our investment decisions draw on our over 35 years of experience navigating complex markets. In addition, we have a long-term approach with a focus on owning good companies rather than just good stocks.

LEARN MORE ABOUT OUR INVESTMENT SERVICES

Our Wealth Management Advisory Team

Michael Gibb

President & CEO
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Jean McGowan

Chief Investment Officer
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Marc Verdi

Director of Tax & Financial Planning
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Ephraim Ulmer

Wealth Management Advisor
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Dan Savage

Wealth Management Advisor
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Kevin Riley

Wealth Management Advisor
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Peter Braden

Wealth Management Advisor
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Kyle Fischer

Wealth Management Advisor
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Alexis Houlihan

Financial Planning Advisor
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Angela Pound, CPA

Tax Advisor
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Brittany Zorn

Chief Compliance Officer
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Frank Gibb

Chairman Emeritus & Consultant
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Education

The following articles answer popular questions our advisors are asked in relation to wealth management. Please reach out to our team if you have any questions related to your individual situation.