THE GOFF FINANCIAL GROUP
SEC RegisteredForget One-Size-Fits-All Investment Solutions
About the firm
Founded by Matthew Goff in 1994, The Goff Financial Group is a Houston-based wealth management firm built on delivering unbiased financial advice tailored to the unique needs of individuals and their families seeking long-term results. The firm operates on a fee-only model with no commissions or hidden product fees, and currently manages or advises more than half a billion dollars of assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Complex financial planning and investment management, including tax-efficient investment strategies for higher-net-worth investors, independent investment research and advice, specialized strategies for nonqualified and incentive stock options, recommendations for deferred compensation plans, comprehensive retirement income planning, collaboration with tax and legal advisors, and continuous investment management and financial planning.
Who they serve
Affluent professionals, executives, high net-worth business owners, and retirees, with a particular focus on energy industry professionals navigating complex financial landscapes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 81 | $33M |
| High Net Worth Individuals | 142 | $634M |
| Charitable Organizations | 2 | $6.9M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.25% |
| Next $3 million | 1.00% |
| Remaining balance | 0.90% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE GOFF FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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