About Us
Since 1989 Goodman Financial’s Houston wealth management and financial advisors have been helping high-net-worth individuals, families, and business owners achieve their life goals through prudent investment management and financial planning.
We operate independently, upholding the highest ethical standards as fee-only fiduciaries. Simply put, we put our clients’ interests above our own and are only compensated by the fees our clients pay us—never by selling products for commission.
At Goodman Financial, we take a personalized, team-based approach to helping you. Our dedicated investment team manages the underlying individual stocks and bonds in your portfolio, working in coordination with the financial plan that your Senior Financial Advisor’s team has tailored to help you achieve your unique goals.
In addition our commitment to our clients, we are also dedicated to philanthropy and giving back to our community.
My journey in this industry started 50 years ago playing the game Stocks and Bonds on the front porch of my best friend’s house. What started as a one and then two-person firm, has grown into something that has been built to last.
– Founder and President, Steve Goodman, CPA, CFP®
Our Core Values
Always Doing
What Is Right
Whether making an investment change in your portfolio or delivering a financial planning recommendation, your best interests are our top priority and the foundation of the trust in our relationship.
Embracing Accountability
to Clients, Team Members,
Firm and Self
At Goodman Financial, we stay on top of our clients’ changing needs and evolving laws that may impact you, acting as your dedicated accountability partner.
Encouraging and Expecting
Intellectual Curiosity and a
Growth Mindset
Our team is always eager to learn more about our new clients, stay informed on laws that may affect personal finances, and refine our best practices to improve client outcomes.
Celebrating 35 Years of Serving Clients
Firm History & Location
Located in Houston’s Galleria area, Goodman Financial is a Texas-owned and operated wealth management firm. Since our founding in 1989, we have been proudly serving clients across Texas and the United States for over 35 years.
Fee-Only
Our services are provided on a fee-only basis, meaning we are compensated solely by the fees our clients pay, rather than by third parties for selling products or investments. This reduces conflicts of interest, offering our clients clarity and peace of mind.
Fiduciary Standard
As your fiduciary, we are responsible for selecting investments and recommending financial planning strategies that are in your best interest.
Philanthropy
In addition to volunteering and donating to various charities, we specialize in serving nonprofit organizations as their trusted investment manager. We refer to our philanthropic commitment as “Doing Good Things for Good People.”
Team-Based
Approach
Our team-based approach allows our professionals to focus on their areas of expertise, enhancing the quality and efficiency of the services we provide.
Working With High-Net Worth Individuals
We specialize in serving high-net-worth individuals and families, helping them navigate complex tax strategies, estate planning, retirement, business succession planning, and much more.
Start a Conversation
Connect and let us know what is most important to you, we are here to help.