Your Trusted Partners for Life.
A wealth management firm serving clients for over 35 years.
About the Firm
At Goodman Financial, we specialize in tax-efficient investment management and financial planning with one simple goal: to help our clients achieve peace of mind, feel secure about their future, and spend time doing what they love.
This is why we are a fee-only fiduciary firm, where we are obligated to provide advice that is always in our clients’ best interests and are compensated solely by our clients – not by third parties for selling products.
What we do and the impact for our clients
Our investment management and financial planning services are centered around you, the client. We take the time to get to know you on a personal level to fully understand your goals and what matters most to you. Then, we build a comprehensive financial plan and a customized portfolio designed to help you achieve your priorities.
These services are designed to help you feel confident about the future and your financial freedom. As life changes, we remain your trusted partner, ready to update your goals and guide you through whatever comes your way.
Our Partners and Sponsorships
Areas of Practice
Working in Our Clients’ Best Interest Since Day One
Our goal is to help you achieve your financial goals through prudent and personalized investment management and financial planning advice.
Results in Numbers*
*As of December 31, 2024
Experience the Difference
Fee-Only
As a fee-only firm, we are compensated solely by the fees our clients pay us. We do not receive commissions from third parties for the advice we provide or the investments we select. This structure helps foster trust by reducing potential conflicts of interest.
Fiduciary
We work with our clients in one capacity: as their fiduciary. When we make an investment decision or a financial planning recommendation based on the goals you have provided, you can trust that it is your best interest.
Quality of
Service
We understand that clients are entrusting us with their life savings, and we take that responsibility seriously. That is why we are proactive in our communication, follow through on action items, and routinely review your financial plan and investments.
Tax Efficiency
We are deeply focused on tax efficiency in every aspect of our investment management and financial planning. Whether analyzing a distribution strategy in retirement or structuring your investments, being tax-conscious can significantly improve your financial outcomes.
What Our Clients are Saying
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.
Serving Clients in Texas and Across the U.S
Owned and operated out of Houston, Texas, we are poised to help our clients and generations to come wherever their lives take them.
Meet Our Professionals
Our team’s top priority is your financial success.
