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 a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as banking or thrift institutions, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning under two client models (Wealth Preservation & Distribution and a Wealth Accumulation model marketed as Planned Ahead), in‑house tax planning and preparation by licensed CPAs, and educational content delivered via newsletters, webinars and speaking engagements. The adviser develops an Investment Objective Statement for each client and employs fundamental and technical analysis across equities, fixed income, ETFs and options, with both long‑ and short‑term trading strategies. It seeks best execution through recommended custodians, charges asset‑based advisory fees, and manages accounts on a discretionary basis while accommodating client‑directed brokerage when requested. Compared with many peer team firms, GGWM discloses serving institutional counterparties and acting as a portfolio manager within third‑party wrap fee programs, roles that are less common in this category. The brochure also highlights the firm’s in‑house CPA tax practice, regular educational offerings, and participation in the Schwab Advisor Network for client referrals as operational features that distinguish its service mix.

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.

You can also browse Godsey & Gibb Wealth Management's office locations.