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Angela Pound, CPA
Our Advisory Team
Godsey & Gibb has been in business for 35 years, and out 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
Additionally, we believe financial plans are beneficial at every stage of life. Due to the benefit they provide, we included 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