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The Goff Financial Group

EST. AUM
$674,352,587

CONTACTS

CLIENT ACCOUNTS
646

Firm Details

Metro area Houston
CRD Number 114796
Website gofffinancial.com
Client types

Overview

Matthew Goff Investment Advisor, LLC, operating as The Goff Financial Group, is an independent, SEC-registered investment adviser founded in 1994 and headquartered in Houston, Texas. The fee-only fiduciary provides customized investment management, wealth management, retirement planning, and financial planning to individuals, high-net-worth families, small businesses, and a limited number of retirement plans. It manages approximately $674.4 million across 646 accounts, with most assets managed on a discretionary basis. The company designs and manages portfolios internally rather than selling proprietary financial products. Its client base and asset composition position it as an RIA and wealth manager, not an institutional allocator, broker-dealer, or alternative-investment fund.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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