Our Advisory Team

Godsey & Gibb has been supporting our clients with their long-term financial goals for over 35 years. Our wealth management advisors and in-house CPAs and financial planners provide Investment Management, Retirement 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

Our 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 retirement plans are important to understanding how to maintain financial security throughout retirement.

A few benefits of retirement planning 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