Wealth Management Services in Greenville, SC
Our Greenville, SC-Based Team
If you live in the greater Greenville, SC area and want to work with an advisor who’s part of your community, then look no further! Two Godsey & Gibb Wealth Advisors live in Greenville and offer local residents comprehensive, relationship-based wealth management services. Kyle and Dan both have extensive experience advising affluent investors (investable asset balance from $500K to $50 Million) on retirement planning, portfolio management, and wealth preservation through a multitude of tactics. Should Kyle and Dan’s clients desire access to the experts supporting our entire client base, Kyle and Dan can connect them to the Investment Strategy team and the Tax Services team who sit in Godsey & Gibb’s headquarters in Richmond, VA.
Kyle Fischer, CFP®
Wealth Advisor
Greenville, SC
With over ten years of experience in the financial services industry, Kyle brings a deep understanding of how all areas of a client’s financial life work together. As a CERTIFIED FINANCIAL PLANNER™ and former Certified Public Accountant (CPA), Kyle brings deep expertise to his client relationships. Kyle enjoys playing basketball and golf as well as rooting for the Clemson Tigers and Green Bay Packers. His family attends Grace Church, where he is actively involved by serving in student ministry.
Dan Savage
Wealth Advisor & Partner
Greenville, SC
With over 30 years of experience in the financial services industry, Dan has an extensive background in strategic and tactical asset allocation, tax planning, and estate planning. He is especially passionate about financial education and enjoys partnering with multiple generations within a family to help them build and preserve wealth. Dan’s thoughtful, planning-driven approach helps clients prepare for retirement, manage their investments in a manner that aligns with their goals, structure their legacy, and navigate through life’s transitions. Outside of work, Dan is a family man who enjoys spending time with his wife Shelly, to whom he has been married for 30 years, and with whom he raised five nieces and nephews. In addition, he enjoys basketball, racquetball, traveling, and attending car shows where he can meet people from all walks of life and share stories related to their favorite makes and models. Dan is a member of Five Forks Methodist Church and actively supports several organizations in the Greenville community, including A Child’s Haven and the Peace Center for Performing Arts.
Connect with the Greenville, SC Team
If you are interested in learning more about our services, please fill out the form below so that one of our Wealth Advisors can reach out to you in your preferred manner. There is no cost or obligation to have an introductory conversation. We’ll take time to understand your goals, current financial picture, and address any questions you may have. If it seems like we’re a good fit, we can outline next steps. We look forward to hearing from you!
Please do not include any sensitive information (i.e. account numbers, your date of birth, social security number, etc.) in this form.
Greenville, SC Business Hours
| Monday – Friday* | 8:30AM – 5:00PM |
| Saturday – Sunday | Closed |
*Our Greenville, SC location observes the NYSE stock exchange closures.
Wealth Management Services in Greenville, SC
Greenville, SC
40 West Broad Street, Suite 350
Greenville, SC 29601
Our Other Office Locations
While our Wealth Advisors typically work from our office location, they regularly travel to visit clients in neighboring areas as well. If you live within reasonable distance of Greenville and desire the type of Wealth Advisor relationship we offer, please do not hesitate to reach out. Our Wealth Advisors will happily come to you.