Let’s Chat
If you’re approaching retirement and wondering whether your investment strategy, tax plan, and financial goals are truly working together, we would love to learn more about you and discuss how we can help. Fill out the form below and the Wealth Advisor local to you will reach out promptly to schedule a no-obligation introductory call. There’s no commitment or sales pitch – there’s only a real conversation with someone who takes the time to understand your situation.
What Happens When You Reach Out?
What will happen: A Wealth Advisor will reach out to you to schedule a no-obligation discussion about your financial goals. There will be no high-pressure sales tactics and no gimmics – there will only be a human being with the goal of helping you to the best of their abilities.
What won’t happen: Your information will not be sold or used for any reason other than to contact you and keep you informed about Godsey & Gibb. This may include new educational articles and updates about our company.
Independent since 1985. Fee-only fiduciary. No proprietary products. No 1-800 numbers.
If you wish to include any sensitive information (i.e. account numbers, your date of birth, social security number, etc.) in the form above, please do not submit the form and instead call us at (804) 285-7333 or email us at [email protected].
LOCATIONS
Richmond, VA (Headquarters)
Greenville, SC
Phoenix, AZ
Jacksonville, FL
While we are physically located in these cities, our advisors support clients across the United States. Please reach out to our team to learn more about our wealth management services in your state.
Richmond, Virginia
(Headquarters)
Richmond, VA 23230
Greenville, south carolina
Greenville, SC 29601
Chandler, Arizona
Chandler, AZ 85226
Jacksonville, FL
Ponte Vedra Beach, FL 32082
Frequently Asked Questions
Is there any obligation or cost to the introductory conversation?
No. The initial conversation is completely complimentary and carries no obligation. We want to understand your situation and share how we work so you can decide from there whether it’s a fit.
What is your minimum investable asset requirement?
We work with individuals and families who have a minimum of $500,000 in assets under management with us. If you’re not sure whether you meet this threshold, fill out the form and we’ll be happy to discuss your situation.
What happens to my information after I submit the form?
Your information is used to facilitate your conversation with a Wealth Advisor. It is never shared with third parties. We may reach out in the future via email with updates about the firm or with educational content we think you may find helpful.
Do you work with clients outside your office locations?
Yes. While our advisors are based in Richmond, Greenville, Phoenix Metro, and Jacksonville, we work with clients around the country when a working arrangement involving phone discussions and video-based meetings is acceptable.