The Goff Financial Group
Fee-Only | Fully Independent | Fiduciary
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The Goff Financial Group
Houston, TX
Serving Clients Nationwide
Fee-Only | Fully Independent | Fiduciary
Areas of Focus
- Family and Money
- Inherited Wealth
- Investing
- Investment Management
- Job Loss
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Setting Up Retirement Accounts
- Social Security
About Me
At the Goff Financial Group, we provide customized investment management services based on your comfort level with risk and long-term objectives:• Tax-efficient investment strategies for high-net-worth investors
• Independent and objective investment research and advice
• Strategies for nonqualified and incentive stock options
• Investment recommendations for executive-deferred compensation plans that complement other investment accounts
• Retirement income planning
• Coordination of services with tax and legal advisors
• Investment management
• Financial planning
Affiliations
- National Association of Personal Financial Advisors
Primary Location
11 Greenway Plaza, Ste. 1425 Houston, TX 77046
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Online Courses
- Webinars
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Goff Financial Group is an independent investment management company based in Houston, Texas. We currently manage over $450 million in private accounts for long-term investors nationwide.Since 1994, we’ve grown steadily—not through acquisitions or mergers, but by providing prudently tailored wealth-management advice to meet the unique needs of our valued clients.
Our team members include:
Matt Goff – Founder & Chief Investment Officer
Nick Lyons, CFP® – Financial Advisor
Rick Peterson, CIMA
Sunny Patel, CFA, CFP®
Volunteer Experience
Big Brother Big Sisters Ronald McDonald House
Awards and Honors
- BBB - Winner of Distinctions 2018
- BBB - Winner of Distinctions 2019
- BBB - Winner of Distinctions 2020
- NAPFA Registered Member
Badges
Languages
- English
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Couples
- Dual Income Family
- Expats
- Financial Independence Retire Early (FIRE)
- Gen X
- Investors
- LGBTQ
- Living in Retirement
- Parents
- Widow
- Women Professionals
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