Godsey & Gibb

What Godsey & Gibb does

Godsey & Gibb Wealth Management is a privately held, fee-only Registered Investment Adviser founded in 1985 in Richmond, Virginia, serving high net worth individuals and families with $500,000 or more in investable assets. The firm delivers an integrated wealth management offering across eight service lines: investment management, tax planning and preparation, financial planning, family wealth advising, estate planning, charitable giving strategy, retirement planning, and insurance consulting. It operates through four regional offices (Richmond VA, Greenville SC, Chandler AZ, and Jacksonville FL) and serves clients in approximately 25-26 states via in-person and virtual engagements.

The firm's investment platform combines top-down macroeconomic analysis with bottom-up fundamental security selection, evaluating individual stocks and bonds on management quality, competitive positioning, cash flow stability, and proprietary quantitative criteria. Portfolio construction is paired with Monte Carlo-based retirement projections and coordinated tax planning delivered by an in-house CPA team, with G&G Accounting Services having been folded into the firm in 2018. The firm employs advisors holding CFA, CFP, CPA/PFS, CIMA, and MBA credentials, with the executive leadership team including Michael Gibb as President & CEO (since 2015), Jean McGowan as CIO, Marc Verdi as Director of Tax & Financial Planning and CFO, and Brittany Zorn as Chief Compliance Officer.

Monetization is anchored in a tiered AUM-based fee schedule (1.00% on first $1M, 0.75% on $1M-$2M, 0.50% above $2M) billed annually, with tax preparation offered as an add-on professional services stream. The firm is entirely independent with no parent company, no external investors, and no proprietary product distribution, relying on a referral-driven, content-supported go-to-market motion and office-based consultative selling. The customer base is horizontally segmented across HNW individuals, multi-generational families, and pre-retirees/current retirees, with an emphasis on long-duration, multi-generational relationships evidenced by original 1985 clients still on the books in 2025.

Name

Godsey & Gibb

Legal name

Godsey & Gibb Wealth Management

Website

https://godseyandgibb.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Godsey & Gibb Wealth Management is a fee-only, independent Registered Investment Adviser founded in 1985, serving high net worth individuals and families with $500K+ investable assets across approximately 25-26 states via four regional offices, offering integrated investment management, tax, financial, and estate planning services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment management
• Financial planning
• Tax planning preparation
• Estate planning advisory

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Asset Under Management (AUM) Fees: Fee-only advisory model where compensation is based solely on assets under management. Fee tiers: 1% annually for first $1M AUM, 0.75% for $1M-$2M, and 0.50% for any AUM above $2M. This aligns firm success with client outcomes and eliminates product sales commissions.
2. Tax Preparation Services: Tax planning and preparation services offered as an add-on to investment management clients. Includes individual income tax returns (Form 1040), estate and trust returns, gift tax returns, and pass-through entity returns. Available only to active investment management clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Godsey & Gibb is an independent, fee-only registered investment adviser providing integrated wealth management to high net worth individuals and families. It delivers goal-oriented investment management using individual stocks and bonds, combined with in-house tax planning and preparation, financial planning, retirement planning, estate planning, charitable giving strategy, family wealth advising, and insurance consulting — coordinated under one roof by dedicated wealth advisors and CPAs.

Product overview

Godsey & Gibb is a comprehensive wealth management firm offering an integrated suite of eight core services: Investment Management (active portfolio management using individual securities), Tax Planning & Preparation (in-house CPA services), Financial Planning, Family Wealth Advising, Estate Planning, Charitable Giving Strategy, Retirement Planning, and Insurance Consulting. All services are coordinated under one roof with a dedicated wealth advisor and in-house CPA team working collaboratively, serving high net worth individuals and families with $500K+ in investable assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves9 records

Expansion highlights5 records

Emerging players

• Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth manager combining a free financial dashboard with fee-based advisory services for HNW clients. Adjacent comparison point given fee compression pressure on traditional RIAs like G&G from tech-enabled competitors.

Direct peers

• Moneta Group: Independent RIA offering comprehensive investment management, financial planning, tax, and family office services to HNW clients. Closely matches G&G's independent, integrated-service, multi-generational-wealth focus though at larger scale.
• Mercer Advisors: National fee-only RIA providing comprehensive wealth management, tax planning, and estate coordination to HNW clients. Directly comparable integrated service model, though with broader geographic reach and a PE-backed consolidator profile.
• Mariner Wealth Advisors: National wealth advisory firm offering investment management, tax planning, estate planning, and family office services. Comparable comprehensive offering though typically serving clients at higher AUM tiers and operating as a PE-backed consolidator.
• Edelman Financial Engines: Large independent wealth management firm combining investment advisory, financial planning, and tax services. Comparable integrated HNW wealth management model, though operating at significantly larger scale with hybrid advisor/Robo offerings.
• Buckingham Strategic Wealth: Fee-only RIA with integrated financial planning, tax, and investment management for HNW families. Closely aligned independent-registered-investment-adviser positioning and academic evidence-based investment approach.
• Waldron Private Wealth: Boutique fee-only RIA serving HNW families with integrated investment management, financial planning, and tax services. Comparable size, integrated-service model, and family-wealth-adviser positioning to G&G.
• Creative Planning: Large fee-only RIA offering integrated investment management, tax planning, estate planning, and family office services to HNW individuals—closely matching Godsey & Gibb's integrated, independent RIA model though at substantially greater scale.
• Sequoia Financial Group: Fee-only RIA providing integrated wealth management, tax, and financial planning to HNW individuals and families. Closely comparable independent RIA business model with similar service integration and target clientele.

Broad incumbents

• Carson Group: Large RIA support platform and wealth management firm serving advisors and their HNW clients. Comparable fee-only RIA positioning and integrated financial planning, though operating through a partner-advisor model rather than wholly-employed advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Godsey & Gibb