The Goff Financial Group

Fee-Only | Fully Independent | Fiduciary

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The Goff Financial Group
Houston, Texas

Serving Clients Nationwide

Fee-Only | Fully Independent | Fiduciary

Areas of Focus

  • Family and Money
  • Inherited Wealth
  • Investing
  • Investment Management
  • Job Loss

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 your tax and legal advisors
Investment Management
Financial Planning

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

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

The Goff Financial Group is an independent investment management company based in Houston, Texas. Currently, we manage over $300 million in private accounts for long-term investors all over the country.

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

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

Who 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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