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.

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:

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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

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

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1800 Diagonal Road, Suite 555
Alexandria, VA
22314

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

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