The Long Game with Godsey & Gibb: Richmond Wealth Series | Part 1 of 9
In our first article in our Richmond BizSense series, we discuss the origins of the firm and the key principles that remain core to how we support our clients.
What ‘Institutional Rigor’ Really Means: Richmond Wealth Series | Part 2 of 9
This Richmond BizSense article discusses the “institutional rigor” underpinning our investment management practices.
What Your Financial Advisor Isn’t Telling You: Godsey & Gibb’s Richmond Wealth Series | Part 3 of 9
Have you ever wondered if your and your advisor’s interests are truly aligned? This article unpacks the various standards to which financial advisors are held.
joining the clemson small business partnership
We are thrilled to support such an amazing institution in the Upstate South Carolina area where we have equally amazing advisors and clients.
The Oversight Reserved for the Ultra-Wealthy, and Why We Apply It to Every Account: Godsey & Gibb’s Richmond Wealth Series | Part 4 of 9
What’s the difference between stock picking and true investment management? Why do we have a team dedicated to this practice? Chris Leslie, CFP® CIMA®, explains how his team brings value to our clients and treats every client like an institutional investor.
The Retirement Blind Spot Even Disciplined Savers Have | Godsey & Gibb’s Richmond Wealth Series | Part 5 of 9
Marc Verdi, CPA/PFS, CFP®, Chief Financial Officer and Director of Tax & Financial Planning, tells the timeliness tale of the confident “DIY” investor coming upon the surprise complexities of investing and distributing wealth in retirement.
The Tax Rules Changed Again. Is Your Plan Keeping Up? Godsey & Gibb’s Richmond Wealth Series | Part 6 of 9
This article provides some practical guidance on recent changes in tax leglislation via the One Big Beautiful Bill Act and the potential impact on clients’ financial plans.
How Reliable Is The Fed’s Economic Data? Godsey & Gibb’s Richmond Wealth Series | Part 7 of 9
Have you ever wondered how the economic data driving our financial markets and Godsey & Gibb’s investment research is gathered? Are there ever concerns regarding the data’s reliability? Jean McGowan, CFA walks through all this and more in this article.
faces of the upstate | our greenville team featured in town magazine's august 2026 issue
Dan Savage, Kyle Fischer CFP®, and Olivia Diaz represent our Greenville, SC office and were featured in the 2026 issue of TOWN Magazine’s Faces of the Upstate. Check them out on page 119!
The Retirement Variables Even Savvy Investors Miss: Godsey & Gibb’s Richmond Wealth Richmond Wealth Series | Part 8 of 9
Our Director of Marketing shares a story about how his mother, a career financial professional, was left unprepared for the financial planning complexity in retirement even with her strong investment acumen.