About My Practice
Founded in 1988, Goodman Financial Corporation is an independent SEC registered investment advisor based in Houston, Texas. Goodman Financial is not affiliated with any bank, insurance company, mutual fund family, or brokerage firm.
Our mission is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client. Those clients consist of individuals and institutions including trusts, foundations, endowments, non-profits, and corporations.
Our investment management philosophy consists of actively managing assets in separate management portfolios. This approach allows for greater flexibility, maximum tax efficiency, and lower expenses. Additionally, investment assets are held through insured, third-party custodians. Our professional staff consists of highly ethical and credentialed individuals with extensive experience and expertise. These high standards successfully serve our clients by providing the capability and depth necessary to ensure that the client's best interest is our top priority. We serve our clients not only by making prudent investment decisions but also by maintaining focus on the long-term objective by deciphering the noise sometimes created by the media.
Experience
Prior to joining Goodman Financial, Wade served as a financial planner and income tax resource for a family office in Houston offering clients comprehensive financial planning services and targeted analysis. Additionally, Wade has five years of Big Four and small-firm tax experience, specializing in tax compliance and planning for high net worth individuals. After receiving his bachelor's degree in accounting from Texas Lutheran University, Wade graduated from the University of Texas with a Masters in Professional Accounting.
Wade is a member of the Houston Chapter of the Financial Planning Association where he serves on the Pro Bono Committee. He is also involved in the Houston Chapter of the Texas Society of CPAs where he serves on the Community Services and the Personal Financial Planning Committees. He is a member of St. Andrew's Epsicopal Church and is a member of the church council. Above all else, Wade enjoys spending time with his wife and 2 year old son. When he's not spending time with his family, Wade enjoys playing guitar and watching college football.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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