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THE GOFF FINANCIAL GROUP

HOUSTON, TX · CRD 114796 · IAPD ↗ · gofffinancial.com · 713-850-8900

$674.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2026 — THE GOFF FINANCIAL GROUP changed its website from matthewgoff.com to gofffinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — THE GOFF FINANCIAL GROUP added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — THE GOFF FINANCIAL GROUP crossed $500M in regulatory AUM ($420.3M -> $500.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.