Goetzman Nau Financial Partners of Raymond James

Goetzman Nau Financial Partners of Raymond James We provide a holistic approach of custom financial planning, investment management, charitable givin Goetzman Nau Financial Partners was built to serve you.

Collectively, our team offers decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation,

we provide the tailored, attentive service of a small practice. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Goetzman Nau Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
07/22/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational im...
07/15/2026

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy:

raymondjames.com

Rebalancing your portfolio may help it grow in the right direction. This is how you can stay on target:
07/08/2026

Rebalancing your portfolio may help it grow in the right direction. This is how you can stay on target:

raymondjames.com

A quarter millennium of big dreams. Happy Fourth of July!
07/06/2026

A quarter millennium of big dreams. Happy Fourth of July!

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the ...
07/01/2026

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
https://www.raymondjamesconnect.com/ai6FJc

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for ...
06/24/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

raymondjames.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/17/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/10/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
06/01/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

Address

1800 Diagonal Road, Suite 555
Alexandria, VA
22314

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Goetzman Nau Financial Partners of Raymond James posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Goetzman Nau Financial Partners of Raymond James:

Shortcuts

Share

Category