Asset Solutions

Goff Wealth Management is a financial advisory firm that provides comprehensive financial planning services to individuals and businesses in the Lafayette area. The firm was founded by David Goff, a Certified Financial PlannerTM professional with over 20 years of experience in the financial services industry. Goff Wealth Management offers a wide range of services, including retirement planning, tax planning, college planning, estate planning, and asset allocation. The firm also provides investment management services, including portfolio construction and asset allocation, as well as brokerage and trading services.

Apex Capital Management is a financial planning and Registered Investment Adviser headquartered in Lafayette, LA. We provide fee-only financial planning services and investment advice. We work with people of all ages from all walks of life. Our services to help you reach your goals include: a second opinion on current financial planning and investments, advice on employee stock options, an analysis of insurance needs, asset and investment management, cash-flow expense planning, college funding strategies, estate planning, long-range and life-style planning, lump-sum distribution advice and retirement planning strategies.

We’ve designed, modified, tweaked and perfected an investment process our clients profoundly appreciate. Education and effective and frequent communication are key to understanding your investment portfolio and ultimately reaching your goals. We spend a lot of time educating clients on markets and the economy. Most importantly, Godley absolutely loves what he does for a living, which automatically translates into a better experience for clients. Our goal is to give clients comfort and peace of mind, particularly when the unexpected occurs. We’re a comprehensive financial services firm, offering many types of investments.