Financial Terms from A to Z
Diana Castro, CPA, CFP® | Senior Financial Advisor When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms [...]
Welcome to Goodman Financial
Culture, Character and Integrity
Working to Exceed Client Expectations
At Goodman Financial, we don’t drop the ball. We have been fiduciaries since day one, meaning that we have an obligation to provide investment advice in our clients’ best interests; and, we owe our clients a duty of undivided loyalty and utmost good faith. We listen to you carefully to understand your particular goals and needs so we can personalize our investment approach to your unique situation. This tailored approach to determining and delivering the appropriate investment framework for each client and our prudent portfolio management are the cornerstones of our company.
Results in Numbers
(as of 03/01/2024)
Average annual client retention 90
%
States where we serve clients 1
Number of professional designations 5
Clients' best interest is our top priority
Experience the Difference
Serving Clients Since 1989
What Our Clients are Saying
From investment management to financial advisory services, we take a personalized approach to help our clients achieve their financial goals.
Here’s what our clients have to say about working with us:
Trustworthy
Professional
Competent
Reliable
Knowledgeable
These testimonials were provided by current clients of Goodman Financial in response to our 2023 Client Satisfaction Survey. These clients were not compensated for these testimonials. No material conflicts of interest exist since these clients were not compensated nor did they receive any other benefit for providing this content.
Let Us Help
Choose Your Financial Path
Individuals and Families
Whether you’re interested in saving for retirement, multi-generational wealth accumulation and planning, taking tax-efficient distributions to fund retirement, or have won the lottery or come into unexpected wealth, we can meet your financial advisory and investment needs. We will develop a portfolio appropriate for your situation that positions your assets to meet your unique needs and goals.
Institutions
We’re prepared to serve institutional clients such as nonprofits, pension funds, foundations, endowments and associations. We apply the same personalized approach to our institutional clients as we do to our individual clients. We focus on your investments so you can focus on your mission.
Serving the Nation
Serving Clients in Texas and Across the U.S.
Our goal is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client.
