Neil J. Goetzman, RJFS

Neil J. Goetzman
Location(s)
1800 Diagonal Rd, Suite 555
Alexandria, VA 22314

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Goetzman Nau Financial Partners

Neil Goetzman, Managing Partner, began his career in 1987 at Merrill Lynch Wealth Management in the Washington, DC office. With more than 30 years of experience in financial planning and investment management, Neil understands the dynamics of wealth, how to balance the complex forces at work and how to adapt as conditions change.

Neil joined Raymond James in 2020 so that he could continue managing wealth independently the way he always has. Today, Neil provides financial and estate planning through the use of equities, fixed income securities, managed money and more through the vast resources available at Raymond James.

Goetzman Nau Financial Partners

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.