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.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

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I work with the following types of clients

Foreign Languages Serviced

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I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

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Criminal Disclosures in Last 5 years

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Firm's Number of Clients

Firm's Number of Managed Clients

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Advisor's Number of Managed Clients

Assets Managed by Advisor

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Bachelor of Science - Finance

For more information, please refer to our ADV Part II at www.GoffFinancial.com/adv2.pdf

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.