We turn your goals into reality.
Godsey & Gibb provides comprehensive wealth management near Richmond, VA and in the surrounding areas.
Ranked 12th on the CNBC’s 2023 Financial Advisor 100 list
This list recognizes and ranks wealth management firms throughout the country using a methodology that includes total assets under management, number of years in business, regulatory/compliance record, and more (disclosure).
Goal-Oriented, Risk-Averse &
Multi-Generational Wealth Management
Planning for retirement and your future by yourself can be challenging. The time and knowledge required to balance risk and potential reward in your investment portfolio can be overwhelming. This is in addition to the stress of ensuring your family is taken care of should something happen to you, knowing what steps to take to build your legacy, and understanding what your resources allow you to spend in retirement. Working with a local comprehensive wealth management firm can help.
Godsey & Gibb Wealth Management offers a time-tested investment strategy that uses individual securities for greater control. With over 35 years of experience, our team is experienced in navigating complex market cycles and economic environments. Clients that work with our team can expect goal-oriented strategies that use risk-averse philosophies to protect their future. In addition, portfolios are customized to each individual clients’ risk tolerance.
While our team is headquartered in Richmond, Virginia, we have since branched out to help clients across the nation. Whether you are located near Richmond or are somewhere else in the United States, our advisors are available to help.
Our Wealth Management Services
In 1985, Godsey & Gibb began offering fee-only investment advisory services in Richmond, Virginia. Since then, our team has expanded to offer comprehensive wealth management services to meet the growing needs of our clients. As a comprehensive wealth management company, we offer a suite of services that complement our time-tested investment strategy. In addition to Wealth Management Advisors, our team includes Financial Planning Advisors and Tax Advisors (CPAs). Our services are customizable to each client’s unique situation and focused on helping you achieve your long-term goals.
Questions About Wealth Management?
Contact our team to schedule a meeting with a Wealth Management Advisor.
Current Clients
States We're Supporting Clients In
Years in Business
Who We Help
Our clients span multiple life stages, are focused on a wide array of financial goals, have differing levels of financial knowledge, and have accumulated various levels of wealth. What our clients have in common, is the desire to work with a wealth management advisor who will focus on their best interests and not invest in a manner that could put their financial situation at risk. Most of our clients fit within the following:
AGE RANGE:
All ages (predominantly 50+)
AMOUNT INVESTED:
$500k – $20M+
Wealth Management Near Richmond, VA
While Godsey & Gibb serves clients across the country, our headquarters is in Richmond, VA. Our advisors regularly travel to meet with clients from the comfort of their own home, but also host clients in each of our office locations. As finances can be an uncomfortable topic, it is important to our team to make meetings as comfortable as possible. In addition to client meetings, our team regularly hosts client webinars on the state of the economy and on tax strategies. If you’re looking for wealth management near Richmond, VA and are interested in learning more, contact our team to set up a meeting.
Our Richmond, VA Headquarters is located at 6806 Paragon Place, Suite 230, Richmond, VA 23230.
Goal-Oriented Wealth Management
Our team focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. Our investment decisions draw on our over 35 years of experience navigating complex markets. In addition, we have a long-term approach with a focus on owning good companies rather than just good stocks.
Our Wealth Management Advisory Team
Comprehensive Wealth Management Tailored to Your Long-Term Financial Goals
Our team provides comprehensive wealth management through our in-house team of Wealth Management Advisors, CERTIFIED FINANCIAL PLANNER™ professionals, and CPAs. Teams are customized to a clients needs and are focused on regular communication and transparency. As a company on its second generation of family leadership, family is important to us. In addition, as a fiduciary, we are required to act in our clients’ best interest. Overall, as firm, we understand the importance of family and work to help our clients trust that we consider their family, legacy, and goals in each financial decision. Whether you are looking for wealth management near Richmond, VA or across the southeast, we are here to help.
