Matthew Beshara Goff
Professional Summary
Matthew Beshara Goff, who also goes by Matthew B Goff, Matthew Goff, is a registered financial advisor currently at THE GOFF FINANCIAL GROUP located in Houston, Texas. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Matthew has worked at 4 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Trust is a popular word. You hear it frequently in the financial world
- but why should you believe it? For us
- it’s the essence of what we offer to our clients—straight talk and undiluted investment advice
- based solely on their best interests. It’s a claim we back up with a history of servicing our clients with an expertise in customized investment solutions.
- As an experienced financial advisor The Goff Financial Group will work with you to develop a customized investment plan strategically suited to your individual needs
- personal financial situation
- risk tolerance
- and long-term goals.
- Clients choose to work with us for a number of reasons. Clients want a financial advisor which:
- ü Puts their interest first
- ü Takes the time to understand their specific financial situation
- ü Offers unbiased advice that reflects their long-term needs and goals
- ü Takes a fundamental approach to mitigate market risk and uncertainty.
- We deliver investment management services based on your comfort level with risk and long-term objectives. Our services include:
- ü Retirement income planning to generate lifetime income
Biography
As a fee-only Registered Investment Advisor and fiduciary, we specialize in managing portfolios for long-term investors with a minimum portfolio size of $500,000. For over 24 years, we have provided our clients with a balanced approach to managing their investment. Our clients’ 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...
Other Aliases
Matthew B Goff, Matthew Goff
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
MATTHEW B. GOFF, REGISTERED INVESTMENT ADVISOR | THE GOFF FINANCIAL GROUP | MATTHEW GOFF, REGISTERED INVESTMENT ADVISOR | MATTHEW GOFF INVESTMENT ADVISOR, LLC | MATTHEW GOFF INVESTMENT ADVISOR | MATTHEW GOFF
Contact Information
Main Address
11 Greenway Plaza Suite 1425, Houston, TX 77046Mailing Address
Po Box 22128, Houston, TX 77227-2128Phone Number
(713) 850-8900# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
646AUM (Assets Under Management)
$674,352,587Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MATTHEW B. GOFF, REGISTERED INVESTMENT ADVISOR | THE GOFF FINANCIAL GROUP | MATTHEW GOFF, REGISTERED INVESTMENT ADVISOR | MATTHEW GOFF INVESTMENT ADVISOR, LLC | MATTHEW GOFF INVESTMENT ADVISOR | MATTHEW GOFF
State Registrations and Notice Filings
(1/21/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Beshara Goff's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Trust is a popular word. You hear it frequently in the financial world
- but why should you believe it? For us
- it’s the essence of what we offer to our clients—straight talk and undiluted investment advice
- based solely on their best interests. It’s a claim we back up with a history of servicing our clients with an expertise in customized investment solutions.
- As an experienced financial advisor The Goff Financial Group will work with you to develop a customized investment plan strategically suited to your individual needs
- personal financial situation
- risk tolerance
- and long-term goals.
- Clients choose to work with us for a number of reasons. Clients want a financial advisor which:
- ü Puts their interest first
- ü Takes the time to understand their specific financial situation
- ü Offers unbiased advice that reflects their long-term needs and goals
- ü Takes a fundamental approach to mitigate market risk and uncertainty.
- We deliver investment management services based on your comfort level with risk and long-term objectives. Our services include:
- ü Retirement income planning to generate lifetime income
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OSAIC WEALTH, INC.
ALLWORTH FINANCIAL, L.P.
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