Fee Only, Fiduciary, Fully Independent.

The Goff Financial Group has been caring for our clients' investment portfolios and financial planning needs for over 20 years. The tools we use today might have changed, but our commitment to transparency and undiluted investment advice hasn't budged since we made our first trade in 1994.

We're proud to be fee-only and only compensated by our clients. It allows our advisors to be true fiduciaries and provide objective investment advice you can trust.

Trusted Investment Advisor Since 1994

Fully Independent
A+ Rating with BBB

100% Fee-Only
Fiduciary

Transparent
25+ Years in Business

Who We Help.

Retirees & Those Near Retirement

Energy Executives

Couples & Families

senior couple of old man and woman sitting on the beach watching sunset

Multi-generation family having fun together outdoors

We understand retirement planning. Factoring in retirement income, healthcare expenses, Social Security and estate planning, we can put together a comprehensive strategy structured specifically for your income needs, tolerance for risk and long-term financial goals. Though our Probability of Success Analysis, we calculates the likelihood of achieving your goals and provide steps for increasing those odds.

Many of the clients we serve have worked for energy companies such as Exxon Mobil, Chevron, ConocoPhillips, Occidental, Anadarko, and others. We understand these risks may be further magnified during retirement, especially if you retire with a concentrated exposure to the energy sector.

We specialize in helping affluent couples re-establish lines of communication. To achieve long-term financial success, you must be comfortable with your investment strategy both individually and as a couple. We find that common ground and from there, we apply our proven strategies and set out for that common goal.