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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046


Fee Only | Fully Independent | Fiduciary

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.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Name of Custodial Firm

TD Ameritrade, Fidelity, Schwab, InteractiveBrokers

States Licensed in

Passed Series 7 & Series 63

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

The Goff Financial Group, Managing Member, 3/2008  present Matthew B. Goff Registered Investment Advisor (sole proprietor), 4/1995  3/2008

Work with the following types of clients

Non-Profit Organizations, Businesses, Corporate Executives, Individual Investors

Foreign Languages Serviced


Advisory Services Provided

Financial Planning for Individuals, Financial Advice & Consulting, Portfolio Management, Money Management, Wealth Management, Retirement Planning


Investment Types

Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Commodities

Can meet clients in the following ways

Our Office, Email, Phone, Video Conference


Registered Investment Advisor


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Non-Financial Organization Memberships

Better Business Bureau - A+ rated member

Firm Information

Firm's Number of Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee

Additional Details on Charges

Our management fee is based on the assets under management for each client.


Bachelor of Science - Finance

University of Texas at Austin

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

For more information, please refer to our ADV Part II at

Additional Detailed Disclosures


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.