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Goodman Financial has been helping clients in Texas and across the US achieve their financial goals for 30 years. We are committed to philanthropy and giving back to our community. As fee-only fiduciaries, we actively design and manage investment portfolios and provide financial advice while avoiding conflicts of interest or unnecessary risk.
This client-centric approach allows for greater flexibility, tax efficiency, and lower expenses. We’re proud of our 95% average annual client retention since the firm was founded. Our team is highly credentialed, with extensive experience and expertise. They make prudent investment decisions and maintain focus on our clients’ long-term objectives.
More than a century ago, our founders saw the need for a bank built to last - an institution anchored in values, reinforced with resilience, and focused on opportunity. To realize their vision, they forged business foundations from the character and community that distinguish the Gulf South. Today, we carry on that remarkable legacy as one of America’s strongest, safest banks serving one of the nation’s most vibrant corridors.