Jeff Nau began his career at Merrill Lynch in 1999 in the Washington, DC office, where he built a highly successful financial strategies and asset management practice before partnering with Neil Goetzman in 2004. A graduate of Pennsylvania State University, Jeff is passionate about helping clients develop financial strategies for a confident retirement.
Jeff joined Raymond James in 2020 so that he could continue planning and managing portfolios for the families the Goetzman Nau team has supported throughout the years. He aspires to protect the legacy that those families have built, and has prepared to support future generations to come.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.