About
Peter Godfrey delivers unbiased investment advice and fiduciary consulting to sponsors of defined contribution and defined benefit retirement plans. He began his career by spending 12 years in commercial banking. His experience in retirement plan consulting and investment spans 29 years, including 12 years as a full-service recordkeeper. This experience has provided him with a broad base of knowledge in qualified plan management, which he uses to consult with his clients in establishing best practices in all aspects of a qualified plan. As an investment professional and fiduciary, he provides unbiased investment advice to his clients.
Peter graduated from James Madison University with a B.S. in Finance and has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2002.
Peter is married with three children and resides in Severna Park, MD. Peter serves as an Elder at Bay Area Community Church in Annapolis, MD.
Specialties: 401(k), 403(b), Pension, and Non-Qualified Deferred Compensation plans.
Fee-based plan consulting and investment advisory services, fee transparency, and 3(21) and 3(38) fiduciary advice.
