The Goff Financial Group

The Goff Financial Group (CRD# 114796) is a financial advisory firm headquartered in Houston, TX. They manage $196,244,249 in 409 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $479,815
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
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.

TX

Financial Advisors at The Goff Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Goff
CRD#: 2390431
11 Greenway Plaza, Suite 1425, Houston, TX 77046
105
Wealthminder
score

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
Gary S. Brand
CRD#: 5136539
11 Greenway Plaza, Suite 1425, Houston, TX 77046
101
Wealthminder
score

Gary Brand (CRD# 5136539) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 11 years of experience in the finance industry. Gary Brand 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nick Lyons
CRD#: 6543165
11 Greenway Plaza, Suite 1425, Houston, TX 77046
100
Wealthminder
score

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.

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