SEC CRD #801-61260
Financial Advisor Wealth Management | Houston, TX Skip to content Search for: Search Search Menu Search for: Search Search Menu 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 . Our Process Next Generation Start The Conversation Summer Hours | Monday-Thursday: 8am to 5pm; Friday: 8am to noon. (May 29, 2026 September 4, 2026) 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. Our Trusted Custodians: Fidelity Charles Schwab 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 in
CHARLOTTE JUNGEN
CHIEF COMPLIANCE OFFICER
📞 (713) 599-1777
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AUM
$916M
Location
HOUSTON, TX
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