Goodman Financial Employee Directory

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.

Find Goodman Financial employees' phone numbers or email addresses

Goodman Financial Global Highlights

Location
Employees

North America
41

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  • United States Of America
    41

Oceania
1

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  • New Zealand
    1

Goodman Financial's Leadership

  • Stylized image of a person
    S. A.
    Chief Financial Officer
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  • Stylized image of a person
    M. H.
    Senior Analyst/Trader
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  • Stylized image of a person
    D. C.
    Senior Financial Advisor
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  • Stylized image of a person
    A. C.
    Financial Planner
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  • Stylized image of a person
    A. C.
    Associate Advisor
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Goodman Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Goodman Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. A.
    Chief Financial Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. H.
    Senior Analyst/Trader
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    D. C.
    Senior Financial Advisor
    Phone icon
    Nov 10, 2025
  • Stylized image of a person
    A. C.
    Financial Planner
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    A. C.
    Associate Advisor
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Goodman Financial known for?

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Goodman Financial was founded in 1988 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Goodman Financial's company overview page for more information.

What is Goodman Financial's most common email format?

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Goodman Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goodman Financial email formats with LeadIQ.

How many employees does Goodman Financial have currently?

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Goodman Financial has approximately 26 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Goodman Financial's key employees and leadership?

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As of July 2026, Goodman Financial's key employees include:

  • Chief Financial Officer: S. A.
  • Senior Analyst/Trader: M. H.
  • Senior Financial Advisor: D. C.
  • Financial Planner: A. C.
  • Associate Advisor: A. C.

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