The Goff Financial Group

The Goff Financial Group (CRD# 114796) is a financial advisory firm headquartered in Houston, TX. They manage $457,552,800 in 555 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11 Greenway Plaza, Suite 1425, Houston, TX 77046
http://www.linkedin.com/company/the-goff-financial-group/
By the Numbers
  • Total Assets Under Management
    458
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $824,419
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.

TX

Financial Advisors at The Goff Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD#: 2390431
11 Greenway Plaza, Suite 1425, 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, financial advisor Houston TX
Nick Lyons
CRD#: 6543165
11 Greenway Plaza, Suite 1425, 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 Peterson, financial advisor Houston TX
Charles R. Peterson
CRD#: 1938383
11 Greenway Plaza, Suite 1425, Houston, TX 77046

Charles Peterson (CRD# 1938383) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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