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.
Ranked 12th on the CNBC’s 2023 Financial Advisor 100 list
This list recognizes and ranks wealth management firms throughout the country using a methodology that includes total assets under management, number of years in business, regulatory/compliance record, and more (disclosure).
Our Wealth Management Services
Questions?
We are ready to answer any questions you may have about our firm or services. A Wealth Management Advisor would be happy to help.
Current Clients
States We're Supporting Clients In
Years in Business
Who We Help
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.
