Goetzman Nau Financial Partners of Raymond James

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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.

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/14/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. ...
10/07/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

raymondjames.com

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preser...
09/30/2026

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preserving long-term goals. Learn more:

raymondjames.com

At Raymond James, we know that peace of mind extends beyond your own financial security. EverSafe®* enables designated f...
09/23/2026

At Raymond James, we know that peace of mind extends beyond your own financial security. EverSafe®* enables designated family members, caregivers or professionals to receive alerts along with you when potential issues arise, adding an extra layer of support for the people you care about. If you'd like to explore ways to help safeguard yourself and your loved ones, I'd be happy to start that conversation.

Raymond James is not affiliated with EverSafe®

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you...
09/16/2026

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

raymondjames.com

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especiall...
09/09/2026

Older adults are often at increased risk for financial fraud and exploitation, making awareness and monitoring especially important. This Cybersecurity Awareness Month, we're highlighting EverSafe®*, which includes specialized protections designed to help identify suspicious activity and support seniors and their families. Reach out if you'd like to discuss strategies for helping protect yourself or a loved one from identity theft, scams and financial exploitation.

Raymond James is not affiliated with EverSafe®

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.You m...
09/02/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn ...
08/26/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:
07/29/2026

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

raymondjames.com

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

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

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