Goodman Financial

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Goodman Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Goodman Financial, Financial service, 5177 Richmond Avenue Suite 700, Houston, TX.

We are a Texas-owned, fee-only investment management and financial advisory firm that has no affiliation with any insurance company, bank, mutual fund or brokerage firm.

10/16/2026

It's finally here!! 🐾🕷️

Henrietta’s Frightfully Fun Halloween Costume Photo Contest is back! We know you wait all year to dress up your pets in their favorite Halloween costumes. Whether your furry friend is a spooky, adorable, wicked, or dashing we want to see their best Halloween look. 🧙‍♀️🐶🎃

📸 Enter your pet’s high resolution Halloween photo October 15–31
🎃 Enter at HoustonPetTalk.com
🗳️ Public voting to determine finalists November 1–7
So have fun and show us your pet’s most frightfully fabulous side! 👻✨

A big thank you to our contest sponsor, Goodman Financial, for helping make the Halloween fun possible! Goodman Financial is a fee-only fiduciary, located in Houston, serving individuals and families nationwide for over 35 years. Beyond their commitment to thoughtful financial guidance, the Goodman Financial team is made up of devoted pet lovers who proudly support numerous animal welfare organizations in the Houston area and beyond. Connect with them: [email protected], 713-599-1777, GoodmanFinancial.com.

Thank you to the UH Life Members who joined us at the Alumni Center for Tuesday’s Wealth Management Seminar! As the Offi...
10/15/2026

Thank you to the UH Life Members who joined us at the Alumni Center for Tuesday’s Wealth Management Seminar! As the Official Wealth Management Sponsor for University of Houston Alumni, we were proud to host two sessions for fellow Coogs:

📌Retirement Planning Strategies: Pitfalls, Priorities and What to Get Right, presented by Morgann Zimmer, CFP®, Director of Financial Advisory Services

📌Investing Fundamentals & Current Market Update, presented by Robin Kollannur, CFA, Chief Investment Officer

Thank you to the Alumni Association team for a great partnership, and to every Coog who joined us. We look forward to the next one!

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This testimonial was provided by a current client of Goodman Financial Corporation. This client was compensated for this testimonial via a paid corporate sponsorship. A material conflict of interest exists since this client was compensated for providing this content.

College athletes are earning six figures before they’re old enough to rent a car, and the advisors are lining up.In his ...
10/14/2026

College athletes are earning six figures before they’re old enough to rent a car, and the advisors are lining up.

In his latest article, Associate Advisor, Robert J. Haverly, CFP®, explains why “financial advisor” isn’t a regulated title, and why so few of the people pitching NIL athletes are legally required to put the athlete’s interests first. He also lays out five questions every athlete and family should ask before signing anything.

Read the full article:

Everyone wants to advise the new class of paid athletes. Very few are legally required to put the athlete first.

Next week, we’re excited to welcome students from the University of Houston-Downtown Professional Accounting Society to ...
10/13/2026

Next week, we’re excited to welcome students from the University of Houston-Downtown Professional Accounting Society to Goodman Financial, where Hunter Coday, CFP®, Senior Financial Advisor, will share insights into the financial industry and life as a financial planner.

We’re proud to support the next generation of students as they explore career paths and learn more about the financial planning profession!

PAS is excited to invite students to an exclusive office visit at Goodman Financial! Hear from Hunter Coday, CFP®, Senior Financial Advisor, as he shares insights into the financial industry, followed by a Q&A session and an opportunity to connect with fellow students and professionals. 📅Tuesday...

What’s driving the markets this fall? In our September 2026 Market Commentary, Robin Kollannur, CFA, Chief Investment Of...
10/09/2026

What’s driving the markets this fall?

In our September 2026 Market Commentary, Robin Kollannur, CFA, Chief Investment Officer, and Ben McCue, CFA, Associate Portfolio Manager, discuss the disconnect between equity and bond markets, AI-driven stock gains, rising Treasury yields, and ongoing inflation concerns.

As we head into the fourth quarter, they share key developments to watch and why a disciplined approach remains important.

Watch the full commentary:

Markets were mixed in September, with the S&P 500 Index -0.3%, the Dow -4.1% and the Nasdaq Composite +1.9% for the month. Mid-cap and small-cap stocks

Did you hear?! Goodman Financial was recently featured on KHOU 11 News Great Day Houston with Deborah Duncan!Our very ow...
10/08/2026

Did you hear?! Goodman Financial was recently featured on KHOU 11 News Great Day Houston with Deborah Duncan!

Our very own Morgann Zimmer, CFP®, Director of Financial Advisory Services, and Steve Goodman, CPA, CFP®, President, sat down with Deborah to discuss Goodman Financial, our approach to wealth management, and how we help individuals, families, and institutions feel confident about their financial future.

A huge thank-you to Deborah Duncan and the entire Great Day Houston team for having us, and congratulations to our two GFC stars!

Watch the full segment here and let us know what you think:

Steven Goodman and Morgann Zimmer explain fee-only fiduciary planni...

Bonds may not be the most exciting part of investing, but they can play an important role when markets get rocky.In his ...
10/07/2026

Bonds may not be the most exciting part of investing, but they can play an important role when markets get rocky.

In his latest article, President Steve Goodman, CPA, CFP® breaks down asset allocation, risk management, and the concept of a “Side Pocket”: using the bond portion of a portfolio to help create opportunities to buy equities when markets decline.

The goal? Stay disciplined, manage risk, and be prepared to act when opportunities arise.

Read the full article:

As the Official Wealth Management Sponsor of University of Houston Alumni, Goodman Financial was proud to sponsor the fi...
10/06/2026

As the Official Wealth Management Sponsor of University of Houston Alumni, Goodman Financial was proud to sponsor the first round of drinks for UH Life Members at this weekend’s tailgate!

It was a great morning connecting with fellow Coogs, celebrating the University of Houston community, and kicking off game day together. We’re grateful for the opportunity to support UH Alumni and its Life Members!

Go Coogs!

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This testimonial was provided by a current client of Goodman Financial Corporation. This client was compensated for this testimonial via a paid corporate sponsorship. A material conflict of interest exists since this client was compensated for providing this content.

A college career may be short. Your financial future isn’t.In his latest article, Hunter Coday, CFP®, Senior Financial A...
09/30/2026

A college career may be short. Your financial future isn’t.

In his latest article, Hunter Coday, CFP®, Senior Financial Advisor, explores how NIL earners can make the most of their income today while building a foundation for tomorrow.

Read more:

09/29/2026

Lights, camera, action! We recently spent time on set at KHOU 11 News and have something exciting to share… Catch Goodman Financial on Great Day Houston with Deborah Duncan on October 4th!

Address

5177 Richmond Avenue Suite 700
Houston, TX
77056

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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