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

Gender:    Male
CRD#:    114796
Firm CRD#:    114796
SEC File#:    801-62129
Name of Custodial Firm:    TD Ameritrade, Fidelity, Schwab, InteractiveBrokers
States Licensed in:    TX
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
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    24
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:    Individual Investors, Non-Profit Organizations, Corporate Executives, Businesses
Foreign Languages Serviced:    Spanish
 

Education

Academic Background
 
BS, Finance - University of Texas, Austin
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Additional Details on Charges:    Our management fee is based on the assets under management for each client.
 
 
 
Prepared By: Matthew Goff