Goodman Financial

Investment ManagementTexas, United States11-50 Employees

Goodman Financial is a Texas-based, fee-only investment management and financial advisory firm. It operates independently, with no affiliation to insurance companies, banks, mutual funds, or brokerage firms, and prioritizes clients' best interests. The firm manages customized portfolios that include individual stocks and bonds and provides financial guidance focused on prudent risk management and long-term objectives; assets are held with insured, third-party custodians.

Its client base includes individuals and institutions such as trusts, endowments, pension plans, and private foundations, with high client retention and referrals cited as indicators of satisfaction, and it maintains a commitment to philanthropy. Founded in 1989 and based in Houston, the firm expanded its offices to Richmond, Virginia in 2021, signaling growth beyond its Texas footprint.

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