The Goff Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$667,046,972
Clients
223
Advisors
2
of 4 employees
About
The Goff Financial Group provides fee-only investment management and financial planning to individuals, high-net-worth clients, small businesses, and retirement plans. The firm reports roughly $674 million in assets under management and offers both discretionary and non-discretionary portfolio management alongside written financial planning engagements.
The firm’s investment approach is tailored and fundamentals-focused: portfolios are built around each client’s objectives, income needs, and risk tolerance and may include listed equities, mutual funds, bonds, cash sweep vehicles, and options. Options and other derivative strategies are used in limited situations—typically with client direction or consent—for hedging or income generation, and cash is treated as an asset class for defensive positioning.
Compared with many peers, the firm operates as a multi-office practice and discloses the use of paid marketing channels and promoters as part of its client acquisition activities. The brochure also notes use of third-party technology (e.g., RightCapital) for client access and describes operational practices such as occasional use of custodian trading desks for block, options, or fixed-income executions.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services as agreed upon; half due at signing, remainder upon delivery.
$0 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000+: 0.90%
Hourly rates for financial planning services range from $300 to $450 per hour.
Minimum fee: Minimum fixed fee of $5,000 annually (or $1,250 quarterly) as agreed in the investment management agreement. Fee-only: Fee-only basis based on assets under management.
Main office
11 Greenway Plaza, Suite 1425
Houston TX 77046
Advisors at this office
2
Most active in
Texas
Also doing business as
Matthew B. Goff, Registered Investment Advisor · Matthew Goff · Matthew Goff Investment Advisor · Matthew Goff Investment Advisor, LLC · Matthew Goff, Registered Investment Advisor · The Goff Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Charles P
Series 63, Series 65
Houston, TX
The Goff Financial Group
Charles Peterson is a financial advisor with The Goff Financial Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with The Goff Financial Group since 2017 and previously worked at Rl Land Services, Inc. from 2012 to 2017. The Goff Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, small businesses, retirement plans, and professionals. The firm emphasizes customized, value-oriented portfolio construction that balances growth, income, risk reduction, and capital preservation, and employs options and derivatives strategies in limited situations for hedging or income generation.
Matthew G
Series 63
Houston, TX
The Goff Financial Group
Matthew Goff is a financial advisor with The Goff Financial Group in Houston, TX. He holds a Series 63 designation and has 13 years of industry experience. He has been an investment advisor with Matthew Goff Investment Advisor, LLC since 2008. The Goff Financial Group provides fee-only investment management and financial planning to individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $674 million in assets, offering tailored portfolios built around clients’ objectives and risk tolerance, with investment options including equities, mutual funds, bonds, cash sweep vehicles, and limited use of options for hedging or income generation.
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