A complete list of active advisors currently associated with Godsey & Gibb Wealth Management

Warmer can help you find a great advisor at Godsey & Gibb Wealth Management or one who fits your needs even better.

Godsey & Gibb Wealth Management serves individual and high‑net‑worth clients and also discloses relationships with institutional clients including banking or thrift institutions, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm provides individualized portfolio management, ongoing and project‑based financial planning, tax planning and preparation through an in‑house team of licensed CPAs, and financial education via newsletters, webinars and presentations. GGWM documents each client’s Investment Objective Statement and offers both discretionary and non‑discretionary portfolio management across equities, fixed income and ETFs, employing fundamental and technical analysis and a mix of long‑term, short‑term and options strategies. The brochure notes the firm acts as a fiduciary for retirement accounts, typically requests discretionary trading authority, and aims to allocate investment opportunities fairly among clients. Distinctive aspects noted in the Form ADV include in‑house tax preparation for individual, estate, trust and pass‑through entity returns and the firm’s role as a portfolio manager within third‑party wrap fee programs. GGWM also highlights its use of newsletters/periodicals and participation in institutional custody and referral arrangements (including the Schwab Advisor Network), which are less common among multi‑team peers.

To learn more about the advisors currently working at Godsey & Gibb Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.