The Goff Financial Group

The Goff Financial Group (CRD# 114796) is a financial advisory firm headquartered in Houston, TX. They manage $291,950,043 in 508 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $574,705
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at The Goff Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Goff
CRD#: 2390431
Houston, TX 77046

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. 

2
Nick Lyons
CRD#: 6543165
Houston, TX 77046

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.

3
Charles R. Peterson
CRD#: 1938383
Houston, TX 77046

Charles Peterson (CRD# 1938383) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.