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Goff Financial Group is a fee-only, independent Registered Investment Advisor based in Houston, TX. Established in 1994, the firm is dedicated to serving long-term investors by providing objective and conflict-free financial advice. Unlike traditional financial advisors, Goff Financial Group solely earns compensation from its clients, avoiding commissions or fees from financial products. This approach ensures that their advice is unbiased and solely in the best interests of their clients.
The firm specializes in offering customized investment management services, including tax-efficient strategies, retirement income planning, and investment recommendations for executive-deferred compensation plans. They also provide ongoing financial planning and coordinate services with clients' tax and legal advisors.
Committed to transparency and client trust, Goff Financial Group emphasizes full disclosures, transparent reporting, and tailored investment solutions. Their approach has garnered the trust of individuals, couples, and employees from various sectors, particularly the energy industry. Over the years, their disciplined and ethical business practices have led to steady growth and a strong reputation in the financial advisory field.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
114796 | 4 |