The Goff Financial Group

The firm manages globally diversified, multi-asset-class portfolios in-house, combining passive strategies for cost control with active managers where they believe skill can add value. Asset allocation is customized to each family's tax situation, spending needs, and estate plan, rather than conforming to a house model portfolio.

The Goff Financial Group incorporates private equity through fund commitments as part of a broader alternative-investment allocation, alongside public equities, fixed income, and real estate strategies. Private investments are sized within each family's liquidity constraints and generational time horizon.

Investment policy and portfolio construction are led by the firm's internal team under the direction of founder John Goff. The group does not outsource investment decision-making to a third-party strategist or turnkey asset management platform, maintaining full discretion over manager selection and asset allocation.

The Goff Financial Group operates on a fee-only basis as a registered investment advisor, billing clients a percentage of assets under management. This structure aligns the firm's revenue with portfolio performance and avoids the conflicts inherent in commission-based product sales, consistent with its fiduciary obligation.

The firm integrates estate planning coordination, tax preparation oversight, philanthropic structuring, and insurance analysis alongside portfolio management. This bundled service model is designed to function as a comprehensive family office for clients who prefer a single point of contact for all financial affairs.