Matthew + Goff - Financial Advisor in Houston, TX

Paladin Research Report For:

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425
Houston, TX 77046

About Matthew Goff

Your financial goals are our highest priority. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. Unlike many other firms, all of our services are provided on a fee-only basis, we have a FIDUCIARY DUTY to put your interests first, and you always have direct access to the investment manager for your accounts as opposed to a sales agent. In addition, we have the knowledge, experience, and integrity to help you achieve what is most important to you, including financial independence, a secure and comfortable retirement, a college education for your children, travel, and a second home.

See Disclosures

General Information

Firm Start Year
  • 1994
No. of Employees
  • 5-9
  • 2390431
Firm CRD#
  • 114796
Name of Custodial Firm
  • TD Ameritrade, Fidelity, Schwab, InteractiveBrokers
States Licensed in
  • Passed Series 7 & Series 63
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 25
Work Experience
  • The Goff Financial Group, Managing Member, 3/2008 - present

    Matthew B. Goff Registered Investment Advisor (sole proprietor), 4/1995 - 3/2008
Work with the following types of clients
  • Corporate Executives, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • Spanish
Advisory Services Provided
  • Financial Advice & Consulting, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Portfolio Management


Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • 76784
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships
  • Better Business Bureau - A+ rated member

Firm Information

Firm's Number of Clients
  • 190
Firm's Number of Managed Clients
  • 190
Assets Managed by Firm
  • 457552800
Advisor's Number of Clients
  • 170
Advisor's Number of Managed Clients
  • 170
Assets Managed by Advisor
  • $382,205,981

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Flat Fee
Additional Details on Charges
  • Our management fee is based on the assets under management for each client.


Bachelor of Science - Finance
  • University of Texas at Austin

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest. For more information, please refer to our ADV Part. II at

Additional Detailed Disclosures


Assets Managed by Firm figure only includes assets under discretionary management. In addition to the discretionary assets, Goff Financial manages an additional $13,515,927 on a non-discretionary basis.