Wealth Management Services in Richmond, VA
Our Richmond, VA-Based Team
If you’re looking for a Wealth Advisor local to Richmond, VA, then look no further! Godsey & Gibb Wealth Management has a Richmond-based Wealth Advisor, Peter Braden, who offers comprehensive, relationship-based wealth management services. Peter has 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. Since the Richmond office is our company headquarters, Peter sits alongside our incredible investment management and tax teams, offering those who work with him maximum synchronization between their Wealth Advisor and all our supporting capabilities.
Peter Braden
Wealth Advisor
Richmond, VA
Peter has over 35 years of experience in the financial services industry, and brings deep expertise in serving both individual and institutional investors. He specializes in guiding clients through complex financial situations, focusing on goal-based strategies and carefully evaluated investments. Peter earned a Bachelor of Arts in Economics, cum laude, from Washington & Lee University and a Master of Business Administration from the University of Richmond. He is also an active member of St. James’s Episcopal Church in Richmond. Pete has been married to his wife, Holly, for 37 years and they have two adult sons and are the proud grandparents of two grandsons.
Connect with the Richmond, VA 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.
Richmond, VA
BUSINESS HOURS
Wealth Management Services in Richmond, VA
Richmond, VA
6806 Paragon Place, Suite 230
Richmond, VA 23230
ADDITIONAL LOCATIONS
In addition to our location in Richmond, VA, we also have team members located in other areas.
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 Richmond 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.