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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2003
- Office Locations
- 1
Office Locations
About THE Goff Financial Group
The Goff Financial Group is a Houston-based, fee-only fiduciary RIA serving couples and individuals with customized investment management and ongoing financial planning. The team focuses on long-term, risk-aligned, tax-efficient portfolio strategies, with experience around stock options and executive deferred compensation and retirement income planning, coordinating with clients’ tax and legal advisors. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW BESHARA GOFF
Chief Compliance Officer, Managing Member
- CRD
- #2390431
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHARLES RICHARD PETERSON
Financial Advisor
- CRD
- #1938383
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,360,280 | $1,039,379 |
| Non-Discretionary | $4,992,307 | $2,496,154 |
| Total | $674,352,587 | $1,043,889 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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