Important Disclosures
Godsey & Gibb Wealth Management (“Godsey & Gibb”, “the “Firm,” “we,” “our,” “us”), also doing business as Planned Ahead by Godsey & Gibb Wealth Management (“Planned Ahead”), is a registered investment adviser with the Securities and Exchange Commission (SEC) headquartered in Richmond, Virginia. Godsey & Gibb may only transact business with residents of the states and/or jurisdictions in which it is properly registered or qualifies for an exemption or exclusion from registration requirements.
TERMS OF USE
Godsey & Gibb’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The information presented and/or made available on Godsey & Gibb’s website should not be construed by any client and/or prospective client as Godsey & Gibb’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Any subsequent direct communication by Godsey & Gibb with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
LINKS TO THIRD-PARTY SITES
Godsey & Gibb’s website may contain links to websites of third parties that are not under our control. Access to any other site linked to our website is at the user’s own risk. Godsey & Gibb does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information, data, opinions, advice, or statements prepared by any unaffiliated third party, whether linked to Godsey & Gibb’s website or incorporated herein and takes no responsibility therefor. Any third-party links contained on Godsey & Gibb’s website are not an endorsement, authorization, sponsorship, or affiliation by us with respect to such site, its owners, or its providers; we are providing these links only as a convenience to you.
INVESTMENT RISK
Certain portions of Godsey & Gibb’s website (i.e., newsletters, articles, blogs, commentaries, etc.) may contain a discussion of, and/or provide access to, Godsey & Gibb (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Visitors to Godsey & Gibb’s website acknowledge that all investment decisions and recommendations involve varying degrees of risk, including the potential loss of the principal amount invested, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are provided for guidance and informational purposes only and are not intended to provide investment, tax, financial, or legal advice.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or strategies recommended and/or purchased by Godsey & Gibb), or product made reference to directly or indirectly on this website or via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
SOCIAL MEDIA
Godsey & Gibb may utilize third-party websites, including social media websites, blogs, and other interactive content. Any social media post provided by Godsey & Gibb or its employees is intended for informational purposes only. It should not be relied upon as an offer to sell or solicit to buy any securities, for investment decisions, or regarded as personalized investment advice. Investing in securities involves the risk of loss. Always seek advice from a licensed professional before making any investment.
Godsey & Gibb and authorized representatives of Godsey & Gibb maintain a presence on social media sites; however, Godsey & Gibb is not affiliated with any social media and has no control over how such sites (or other third parties) will use the information shared on the site. Our social media pages and updates are intended for residents of the United States only. The services featured on Godsey & Gibb’s social media pages may not be available in all jurisdictions or to all persons/entities.
We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. “Likes,” “favorites,” and comments should not be considered a reflection of client experiences or future performance or as an endorsement or recommendation of any security, company, or individual. We never compensate a party for “likes” or other types of social media endorsements. Please be aware that while we monitor comments and “likes” posted on our social media pages, we do not endorse or necessarily share the same opinions expressed by site users. Godsey & Gibb reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. By sending direct messages to Godsey & Gibb on any social media page, you unequivocally consent to such retention and monitoring.
CERTIFICATIONS AND DESIGNATIONS
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
ADDITIONAL INFORMATION
For information pertaining to the registration status of Godsey & Gibb, please contact the state securities regulators for those states in which Godsey & Gibb has a registration filing. A copy of Godsey & Gibb’s current written disclosure statement (Form ADV Part 2A and Form CRS), which details Godsey & Gibb’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or upon written request.
AWARDS & RANKINGS
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Godsey & Gibb Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Godsey & Gibb did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Godsey & Gibb by any of its clients.
Awards, rankings, and other forms of recognition are not indicative of Godsey & Gibb or its advisors’ future performance.
CNBC – Financial Advisor 100 – Top Rated Financial Advisory Firms (2024)
On October 2, 2024, Godsey & Gibb Wealth Management was ranked #75 out of 100 on the 2024 CNBC Financial Advisor (FA) 100 list. This ranking was based on data as of December 21, 2023. In the CNBC FA 100 lists, CNBC ranks the top-rated financial advisory firms of each year. The list is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint solutions. Data points include, but are not limited to, number of years in business, total assets under management, and regulatory/compliance records. Visit methodology for selection for more information regarding their methodology.
CNBC – Financial Advisor 100 – Top Rated Financial Advisory Firms (2023)
On September 12, 2023, Godsey & Gibb Wealth Management was ranked #12 out of 100 on the 2023 CNBC Financial Advisor (FA) 100 list. This ranking was based on data as of December 31, 2022. In the CNBC FA 100 lists, CNBC ranks the top-rated financial advisory firms of each year. The list is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint solutions. Data points include, but are not limited to, number of years in business, total assets under management, and regulatory/compliance records. Visit methodology for selection for more information regarding their methodology.
CNBC – Financial Advisor 100 – Top Rated Financial Advisory Firms (2022)
On October 4, 2022, Godsey & Gibb Wealth Management was ranked #22 out of 100 on the 2022 CNBC Financial Advisor (FA) 100 list. This ranking was based on data as of December 21, 2021. In the CNBC FA 100 lists, CNBC ranks the top-rated financial advisory firms of each year. The list is based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint solutions. Data points include, but are not limited to, number of years in business, total assets under management, and regulatory/compliance records. Visit methodology for selection for more information regarding their methodology.
Last Updated: January 2025