A complete list of active advisors currently associated with The Goff Financial Group

Warmer can help you find a great advisor at The Goff Financial Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Goff Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.