Matthew Beshara Goff
Investment adviser representative at The Goff Financial Group
18 yearsExperience
1 stateRegistered in
$674.4MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- The Goff Financial GroupJan 2026 to now
- Matthew Goff Investment Advisor, LLCMar 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Goff Financial Group
Legal name: Matthew Goff Investment Advisor, LLC
$674.4MAssets managed
226Clients
2Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390431
- Firm CRD
- 114796