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
The Goff Financial Group is an independent investment management company based in Houston, Texas. Currently, we manage over $300 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, peace of mind is at the top of our mind. We are committed to making you comfortable with us and with our investment strategy. We do this by:
1. Providing full disclosures and reports on our experience, required regulatory filings and other relevant documents all in writing;
2. Assuring complete transparency in reporting and portfolio management; and
3. Tailoring investment solutions to suit your very unique financial goals and circumstances.
The Goff Financial Group was founded over 20 years ago with one idea in mind: 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 20 years to over $300 million today.
To learn more about us, please contact one of our financial advisors at (713) 850-8900.