CALL US AT (804) 285-7333


Our Advisory Team

Our Advisory Team is composed of our Executive Leadership Team, Wealth Management Advisors, Financial Planning Advisors, and Tax Advisors.

Use the arrows on the left and right to scroll through and see the advisory team.

Our Advisory Team

Godsey & Gibb has been in business for over 35 years, and our team includes professionals who have been in the business even longer. Our wealth management advisors and in-house CPAs and financial planners provide Investment Management, Financial Planning, and Tax Preparation & Planning services. We currently support clients in approximately 25 states throughout the U.S. Our offices are located in Richmond, VA; Greenville, SC; Columbia, SC; and Jacksonville, FL.

Our Wealth Management Advisors & Investment Strategy

Wealth Management Advisors partner with our Portfolio Management team to design portfolios unique to each client’s financial situation, risk tolerance level, and long-term goals. Each portfolio uses a combination of growth equity, income equity, and fixed income strategies.  In addition, our team uses individual stocks and bonds for greater control. Each individual security is hand-selected through a process that considers both the macro-environment (big picture) as well as a fundamental analysis of each company. If you are interested in learning more about our investment management selection process, then click here.

Tax & Financial Planning Advisors

Our Tax Advisors (CPAs) and Financial Planning Advisors provide an additional layer of support to our clients. Our in-house CPAs partner with our Wealth Management Advisors for a more efficient integration of tax and investment strategies. Furthermore, tax preparation becomes a simpler process, as your CPA would have direct access to all investment documentation.

Additionally, we believe financial plans are beneficial at every stage of life. Due to the benefit they provide, we include our planning services in our fee. In-house Financial Planners, all CERTIFIED FINANCIAL PLANNER™ professionals, prepare each financial plan.  

A few benefits of having a financial plan include:

  • A roadmap to achieving both financial and lifestyle goals
  • An analysis showcasing retirement potential
  • Knowledge of how to avoid outliving assets
  • Tools for wealth protection, risk management, and growth
  • Gifting strategies