Godfrey Financial Associates, Inc.

Overview

Godfrey Financial Associates, Inc. is an independent, privately owned registered investment adviser organized as a corporation and operating since its 2013 SEC registration. Its client focus is individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser identifies as an active ESG investor and does not position itself as a capital allocator, pension consultant, or multi-state advisory network. Its stated preferences and ADV filings point to a heavy reliance on public funds and mutual funds as the primary investment vehicles for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices