Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
The Goff Financial Group is a fee-only and fully independent Registered Investment Advisor serving serving clients' long-term investment needs. We are highly experienced in working with retirees, those near retirement, business owners and other high net worth coupled and individuals.
Matthew Goff (CRD# 2390431) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 23 years of experience in the finance industry.
Carey Kesner (CRD# 4907404) is a co-founder of Mosaic Advisors LLC in Houston, TX and has over 13 years of experience. Carey Kesner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
The Purpose at Mosaic Advisors is to create better financial...
William "Beau" Howard (CRD# 5578891) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 9 years of experience in the finance industry.
Sunbelt Securities is an independent Asset Management and Financial Planning firm based in Houston, Texas. Our clients are successful individuals who receive sophisticated money management and financial planning. A fully independent firm, we are able to provide unbiased financial advice, making the best choices for our clients based on their individual situations and preferences. Sunbelt Securities has the experience,...
While serving as an Intelligence Analyst in the United States Army Reserve for 6 years, Nick obtained his degree in Finance at the Univeristy of Houston - Downtown. He began working at The Goff Financial Group in January of 2015 as a Financial Analyst. Nick brings with him several years of work experience from multiple fields across various industries.
Nick Lyons (CRD# 6543165) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has 1 year of experience in the finance industry.
Douglas Meuth, LUTCF (CRD# 1463334) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Houston, TX and has over 34 years of experience in the financial services industry. Douglas specializes in Investment, Estate, and Retirement Planning utilizing a holistic approach to help successful professionals, executives, business owners, retirees, and their families achieve their goals and objectives on their terms.
Thomas Stephens (CRD# 5903454) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Houston, TX
Tom brings a unique perspective to Wealth Management, based upon 30+ years as a banker, successful entrepreneur, retired executive, widower, and now an active wealth manager. Tom works predominantly with EXECUTIVES and SENIOR LEVEL MANAGERS nearing retirement, or already retired, and Widows regardless of their age. His approach is first an education process, to ensure that you become familiar with some of the critical aspects of life after your last pay check, based...