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The Goff Financial Group

Houston Fee Only Financial Advisors

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      • Shell (RDS) Employees
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How Should You Select a Financial Advisor?

To access our entire video library for free:

Get Access! →

Trust is a popular word, but how do really you know if the advice you are receiving from your financial advisor is in your best interest? Do you know the differences between a broker, and independent advisor, and a dually registered advisor? Did you know that brokers, and dually registered advisors do not have to act in your best interest when it comes to providing financial advice?

In this video we will educate you on how to select a qualified financial advisor that will put your best interest first. We will address the importance of knowing the right questions to ask when selecting a financial advisor. The questions to ask your current or prospective financial advisor include:

1. Are you a fee-based or a fee-only financial advisor?
2. Are you truly independent?
3. How will you manage my capital?

Asking these questions is absolutely essential when deciding whether or not a financial advisor is right for you and your family. However, these questions are only the tip of the iceberg for selecting a quality financial professional. For even more information on how a qualified investment expert should be able to help you, simply click on “Contact Us to Learn More” and we will send you unlimited access to even more content and videos, where you will learn the following:

1. How to simplify your investment strategy
2. Investment strategies that you should avoid
3. The best investment approach for long-term investors
4. How to better manage risk
5. How to reduce the cost of management
6. Which financial tools are appropriate for you as an investor

To gain access, please complete the form and click ‘get access’. You’ll then receive a link to our complete video library via email.

Who We Are

The Goff Financial Group is an independent investment management company based in Houston, Texas. Currently, we manage over $196.2 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 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.

Our History

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 reduce potential 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 $196.2 million today—growth achieved not as a result of mergers or acquisitions, but as a result of disciplined and ethically solid business principles.

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The Goff Financial Group
11 Greenway Plaza, Suite 1425
Houston, Texas 77046

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The Goff Financial Group © is an independent, fee-only investment advisor registered with the U.S. Securities and Exchange Commission.

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  • About Us
    • Our Approach
  • Who We Help
    • Energy Sector Employees & Retirees
      • Occidental Petroleum (Oxy) Employees
      • Shell (RDS) Employees
    • Individuals
    • Couples
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    • Latest News
    • In The Press
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