Houston Financial Advisor & Wealth Management Firm
A 100% employee-owned, CPA-driven, fee-only wealth management firm built around tax-efficient financial planning. Proudly serving Houston since 1989.
Summer Hours | Monday-Thursday: 8am to 5pm; Friday: 8am to noon.
About Goodman Financial
Goodman Financial is a Houston-based wealth management and financial planning firm specializing in tax-efficient investment strategies and fee-only fiduciary advice — meaning we are legally obligated to act in your best interest, compensated only by you, never by commissions or product sales.
We serve Houston families, individuals, business owners, and institutions with a dedicated team of Houston financial advisors focused on providing peace of mind, so you can feel financially secure and free to spend more time doing what you love.
At Goodman Financial, safeguarding our clients’ assets is our top priority. That’s why we utilize the custodial services of two of the most respected and financially stable custodians in the industry – Fidelity Investments and Charles Schwab & Co., Inc. These firms provide secure custody, trade execution, and comprehensive account services for our clients’ investment accounts.
While Goodman Financial provides independent investment advice and management, client assets are held in accounts in the client’s name at these custodians, ensuring transparency, security, and peace of mind. 1
What we do and the impact for our clients
Our Houston based 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
Our Services
As a Houston wealth management firm serving clients since 1989, our financial advisors offer a comprehensive suite of services tailored to your specific goals and life stage. From tax-efficient investment management to retirement income planning, every strategy is built around your unique financial picture.
Working in Our Clients’ Best Interest Since Day One
Since inception, we have served as a fee-only fiduciary. Our Houston financial advisors provide wealth management and financial planning with your best interests in mind.
Results in Numbers*
*As of December 31, 2025
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 ensures that we are always aligned with your best interests.
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 Houston, TX and Across the U.S.
Our Wealth Management firm is Headquartered in Houston, Texas, and our financial advisors are proud to serve clients and their families wherever life takes them, for generations to come.
Meet Our Professionals
Our dedicated team of highly credentialed professionals are committed to your long-term financial success.
