From left to right: Jean McGowan, CFA (Chief Investment Officer), Michael Gibb (President & CEO), and Marc Verdi CPA/PFS, CFP® (CFO, Director of Tax & Financial Planning)
Godsey & Gibb Wealth Management was built around one conviction: that individual investors deserve the same institutional-quality investment management that was once reserved only for the ultra-wealthy, delivered through genuine personal relationships, with no corporate agenda.
Our Origin Story
In February 1985, Frank B. Gibb III and Joseph C. Godsey Jr. founded the firm with a straightforward mission. At the time, institutional investment management (the kind of research-driven, individual security selection approach used by endowments and large institutions) was available only to the ultra-wealthy. Stockbrokers were the primary option for everyone else. Frank and Joe envisioned something different: a firm where the client’s objectives drove the relationship, and where professional investment management was paired with genuine personal interaction and long-term relationships.
Their first client joined by April of 1985. Those same clients still trust us with their legacy to this day.
How The Firm Has Evolved
Firm founded by Frank B. Gibb III and Joseph C. Godsey Jr. in Richmond, VA
Ephraim Ulmer joins the firm
Joseph C. Godsey Jr. retires; Frank B. Gibb III assumes role of Chief Investment Strategist and constructs the investment decision-making process in place today
Greenville, SC location opened; G&G Accounting Services founded to provide financial planning and tax preparation
Frank B. Gibb III transitions from active management
Michael Gibb assumes role of President & CEO; Jacksonville, FL location opened
G&G Accounting Services brought in-house, consolidating services under one roof
G&G celebrates its 40th anniversary
What Makes Godsey & Gibb Different
Entirely Independent Since Day One
Today, as aggregators and large financial institutions increasingly acquire RIAs, Godsey & Gibb remains entirely independent. No parent company. No proprietary products. No corporate agenda competing with your best interest. Every investment decision is made in-house without abdicating that responsibility to mutual funds or outside consultants.
Institutional Rigor, Applied Personally
Our research team selects individual stocks and bonds for each client portfolio using proprietary modeling (similar to the approach used by institutional investors), applied to the specific goals, tax situation, and financial circumstances of each family we serve.
A Full-Service Team Under One Roof
Since 1985 our suite of services has expanded to meet our clients’ evolving needs. Today we provide integrated investment management, financial planning, tax planning, and tax preparation, all coordinated by advisors and in-house CPAs working from the same plan.
“As aggregators and large financial institutions are increasingly hoovering up RIAs like us, we have remained committed to placing the interests of our clients ahead of all others.”
— Frank B. Gibb III & Michael R. Gibb
Who We Serve
We work prodominantly with individuals and families approaching and in retirement, with investable assets beginning at $500,000. Our clients span 26 states, served through our offices in Richmond VA, Greenville SC, Phoenix Metro AZ, and Jacksonville FL (and wherever our clients call home).
Questions?
Please let us know if you have any questions about our firm or our services. One of our Wealth Management Advisors would be happy to assist you.