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The Goff Financial Group Houston, Texas

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

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

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