Our Senior Management Team (from left to right):
Rick Peterson, CIMA® – Financial Advisor, Matt Goff – Founder & Chief Investment Officer, Nick Lyons, CFP® – Financial Advisor, Eva Lejidos – Manager
About Us
The Goff Financial Group is an independent investment management company based in Houston, Texas. Currently, we manage over $400 million in private accounts for long-term investors all over the country.
Since 1994, we’ve grown steadily—not through acquisitions or mergers, but by providing prudently tailored wealth-management advice to meet the unique needs of our valued clients.
Why The Goff Financial Group
Here, your comfort level and understanding is top of mind. We are committed to making you comfortable with us and with our investment strategy. We do this by:
1. Fee-Only: We never earn a commission and never sell investment products. We are paid directly by our clients.
2. Fiduciary Duty: We have a fiduciary obligation to put our clients’ interests first. ; and
3. Fully Independent: We’re not affiliated with any brokerage firm, bank, or insurance company.
Our History
The Goff Financial Group was founded over 25 years ago with one idea: to provide long-term investors with sound, objective financial advice. We’ve never strayed from that proposition. To eliminate conflicts of interest, we are only paid by our clients; unlike most financial companies, we do not receive any commissions or fees from any financial products. We provide trusted advice. Period.
Our valued clients have wholeheartedly embraced our approach. Our total assets under management* have grown steadily over the last 25 years to over $400 million today.
To learn more about us, please contact one of our financial advisors at (713) 850-8900 or complete the form below and one of our advisors will contact you.
