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Banking | Finance 2025: GOETZMAN, NEIL
MANAGING PARTNER, GOETZMAN NAUFINANCIAL PARTNERS, ALEXANDRIA
Virginia Business //September 2, 2025//
Banking | Finance 2025: GOETZMAN, NEIL
MANAGING PARTNER, GOETZMAN NAUFINANCIAL PARTNERS, ALEXANDRIA
Virginia Business //September 2, 2025//
Goetzman’s father worked for Merrill Lynch for nearly four decades before retiring in 2000, according to AdvisorHub. At first, it seemed the apple hadn’t fallen far from the tree. Goetzman started with Merrill Lynch in 1987. But, in 2020, he took a different path.
That year, Goetzman, along with partner Jeffrey A. Nau, left Merrill’s Alexandria office — where they managed about $900 million in client assets — to go independent, with a firm affiliated with Raymond James.
In 2025, Goetzman was included on Barron’s list of the Top 1,200 U.S. Financial Advisors and ranked No. 5 on Forbes’ list of Best-In-State Wealth Advisors from Northern Virginia. That ranking noted Goetzman Nau Financial Partners manages about $1.3 billion in assets.
Goetzman earned an economics degree from the University of Richmond in 1985. A father of three daughters, he enjoys sailing and golf.
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