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.
Midlothian, VA
"I listen closely to what clients want, then build a portfolio and planning strategy around their goals."
Our Team
Palladian Asset Management was built around a simple idea: that a small number of families, served well, is the best way to do this work. We are advisors, fiduciaries, and long-term partners, not a sales channel.
How can I help?
Retirement Planning
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.
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.
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.
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.
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.
My work includes wealth management, individual retirement accounts, company retirement accounts, general investing, retirement planning, and income planning.
I work with many types of clients, including doctors, lawyers, business owners, and blue-collar families.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients build strategies tailored to their goals. Those goals are discussed early in the relationship and reviewed over time as life changes.
I pay close attention to what people are looking for, then help build a portfolio that matches their goals.
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.
Savvy's technology allows us to spend more time talking with clients and less time on administrative tasks.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
