Featured Business Financial Advisor in Houston, TX
Houston Financial Advisors
The Goff Financial Group
11 Greenway Plaza, Suite 1425
Houston, TX 77046
(713) 850-8900
“Fee Only | Fully Independent | Fiduciary”
Advisor Profile
Matthew Goff
Name:  Matthew Goff
Phone Number:  (713) 850-8900
Website:  Visit Website
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Disclaimer
Assets Managed by Firm figure only includes assets under discretionary management. In addition to the discretionary assets, Goff Financial manages an additional $13,453,262 on a non-discretionary basis.

About The Goff Financial Group

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent.We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college education for your children, travel and a second home.
 

General Information

Firm CRD#:    114796
Name of Custodial Firm:    TD Ameritrade, Fidelity, Schwab, InteractiveBrokers
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    24
CRD#:    114796
States Licensed in:    TX
SEC File#:    801-62129
States Willing to do Business in:    Alvin,Channelview,Cypress,Deer Park,Fresno,Friendswood,Galena Park,Highlands,Houston,Humble,Katy,La Porte,Manvel,Missouri City,Pasadena,Pearland,Richmond,Rosharon,South Houston,Spring,Stafford,Sugar Land,Thompsons,Webster,All 50 States
Foreign Languages Serviced:    Spanish
I work with the following types of clients:    Corporate Executives, Non-Profit Organizations, Individual Investors
Work Experience:    The Goff Financial Group, Managing Member, 3/2008 ? present Matthew B. Goff Registered Investment Advisor (sole proprietor), 4/1995 ? 3/2008
I work with the following types of clients:    Businesses
Gender:    Male
 

Education

Academic Background
 
BS, Finance - University of Texas, Austin
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Financial Organization Memberships:    Paladin Registry, National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    Passed Series 7 & Series 63
Non-Financial Organization Memberships:    Better Business Bureau - A+ rated member
 

Firm Information

Assets Managed by Firm:    271,617,660
Firm's Number of Managed Clients:    171
Firm's Number of Clients:    171
Assets Managed by Advisor:    271,617,660
Advisor's Number of Managed Clients:    150
Advisor's Number of Clients:    150
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $500,000
Additional Details on Charges:    Our management fee is based on the assets under management for each client.
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee Only
 
 
 
 
 
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