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 your 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
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
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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