Houston’s fee-only wealth manager.
Comprehensive, tax-efficient wealth management for high-net-worth Houston families — built on a fee-only fiduciary foundation that has put clients’ best interests first since day one.
- Fee-Only Fiduciary
- CPA-Driven Planning
- 100% Employee Owned
- Serving Houston Since 1989
- SEC-Registered Investment Advisor
- Multi-Generational Focus
Schedule Your Introductory Call
Complimentary. 30 minutes. No commitment.
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Comprehensive Wealth Management.
Investment Management
We build custom portfolios of individual stocks and bonds, hand-selected by our in-house team and tailored to your unique goals while optimizing tax-efficiency.
Financial Planning
Our Houston financial professionals are ready to develop a holistic plan that is designed with your goals in mind.
Retirement Planning
We understand retirement is a significant step in your life. Our Houston financial advisors are here to help build a retirement income strategy designed to last.
Tax Efficiency
Our team’s background as CPAs is a key differentiator when it comes to tax-efficiency. This is built into every investment and planning decision our financial advisors make, helping clients keep more of what they earn.
Next Generation
Through our Next Generation offering, we extend the same fee-only, fiduciary guidance to young professionals and families ready to build a strong financial foundation, starting early, investing smartly, and planning for decades ahead.
Executive & Equity Comp
RSUs, ISOs, NQSOs, deferred compensation — integrated into the broader plan so concentrated positions don’t become concentrated risk.
Families, Business Owners, and Organizations Who Want a Comprehensive, Tax-Efficient Financial Partner
- High-net-worth families with multi-generational planning needs
- Executives with equity compensation and deferred income
- Business owners planning succession or exit
- Physicians and dental professionals with complex income
- Pre-retirees and retirees seeking tax-efficient income
- Institutions, foundations, and endowments
- Individuals seeking a second opinion on their current advisor
- Anyone tired of commission-driven advice
What happens in your introductory call.
A relaxed, no-pressure conversation designed to help you decide if Goodman Financial is the right firm for you.
We Learn What Matters Most to You
You’ll share what’s on your mind, your goals, and any areas where you need support. Personal finance is just that, personal, and we want to learn as much as we can about you so we can best serve your needs.
We Share How We Work
We’ll walk you through our approach, our fee-only structure, our fiduciary commitment, and we match each client with the advisory team best positioned to support you.
We Decide Together What’s Next
If we both feel there’s a good fit, the next step is a more in-depth discovery meeting with the right advisory team to explore your situation and planning opportunities in greater detail. If not, we’ll point you toward resources that may still be helpful.