Richmond, VA
Aaron Gibbs
Hi, I'm Aaron. I'm a Wealth Manager with Palladian Asset Management based in Richmond, Virginia. I help clients with retirement planning, investment management, income planning, individual retirement accounts, company retirement accounts, and general investing.
I believe strong planning starts with listening. Once I understand what clients want to accomplish, I help build strategies tailored to their goals and revisit those goals throughout the relationship.
I listen closely to what clients want, then build a portfolio and planning strategy around their goals.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you're prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client's specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
SUPPORT COMPANIES AND EMPLOYEES
Employer-Sponsored Plans
With streamlined plan management, our goal is to provide an exceptional experience for business owners and participants. Serving as a 3(38) Investment Fiduciary, Savvy assumes full responsibility for the selection and oversight of funds and model portfolios, thereby mitigating plan liability risks for the plan sponsor.
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Get to know
Aaron
Aaron Gibbs is a Wealth Manager with 18 years of experience in financial services. He earned a degree in Managerial Economics from Hampden-Sydney College and has worked for the Federal Reserve Bank, a Fortune 500 company, and several wealth management businesses.
Aaron works with a wide range of clients, including doctors, lawyers, business owners, and hardworking families. His work often centers on retirement planning, investment management, income planning, individual retirement accounts, company retirement accounts, and general investing.
Outside of work, Aaron has coached basketball for Upward and RockIt Sports. He has also been involved with Rotary Club. Much of his time now is spent supporting his three children and their busy schedules.
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How did you become a financial advisor?
I always wanted to help people pursue their retirement goals. I had friends in the business who shared their perspective with me, and once I started, I knew I had found work I loved.
What types of clients do you work with?
I work with many types of clients, including doctors, lawyers, business owners, and blue-collar families.
What areas of expertise do you have?
My work includes wealth management, individual retirement accounts, company retirement accounts, general investing, retirement planning, and income planning.
What kinds of strategies do you help clients with?
I help clients build strategies tailored to their goals. Those goals are discussed early in the relationship and reviewed over time as life changes.
What is your favorite part of working with clients?
I love the day clients call and tell me they are retiring and are happy they are able to do so. It is also rewarding to hear when clients succeed in other parts of life.
What is it like partnering with Savvy?
Savvy's technology allows us to spend more time talking with clients and less time on administrative tasks.
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