The Pieces of Your Plan
Six pieces that work together to build one plan around your life.
Income Taxes
We look for tax-efficient ways to help you reach your near-term and long-term goals.
Saving & Investing
We help you save with a purpose and invest in a way that fits your goals.
Retirement Income
We turn your savings into a steady paycheck, so you know what you can spend and that it will last.
Legacy & Estate Planning
We help make sure your money goes where you want it to. We aim to make it as simple and cost-effective as possible.
Risk Management
Risks are everywhere, from market swings and loss of income to the high cost of long-term care. We evaluate how those risks could affect your life.
Cash Flow Planning
Whether you’re still working or retired, knowing what comes in and what goes out is key to your financial success. We help you understand and manage your cash flow.
Fiduciary advice,
always in your
best interest
As fiduciaries, we put your interests first. Every piece of your plan starts there.
Fiduciary advice, always in your best interest
As fiduciaries, we put your interests first. Every piece of your plan starts there.
Income Taxes
We look for tax-efficient ways to help you reach your near-term and long-term goals.
Saving & Investing
We help you save with a purpose and invest in a way that fits your goals.
Retirement Income
We turn your savings into a steady paycheck, so you know what you can spend and that it will last.
Legacy & Estate Planning
We help make sure your money goes where you want it to. We aim to make it as simple and cost-effective as possible.
Risk Management
Risks are everywhere, from market swings and loss of income to the high cost of long-term care. We evaluate how those risks could affect your life.
Cash Flow Planning
Whether you’re still working or retired, knowing what comes in and what goes out is key to your financial success. We help you understand and manage your cash flow.
The People We Help
Let’s Talk About Your Situation
The Story Behind the Name
Nearly two thousand years ago, the Hopewell people built a walled pathway of earth leading down to the Muskingum River, right where Marietta stands today. The pioneers protected it and named it Sacra Via, the Sacred Way. Its builders lined it up with the winter solstice sunset. Nothing about it was an accident.
That's how we think about financial planning: a working path with a purpose. Your tax plan, retirement income, estate plan, and investments should each be built with that same care. Our own path started in Marietta in 1952, and today, our team carries the name forward, always pointed toward the life you want to live.
The People Behind Your Financial Plan
Neal Watson, CFP®
Financial Advisor
Neal has helped families plan since 1996 and earned his CFP® certification in 1999. He’s the one people call when the details matter, from retirement to taxes to estate planning, because he sees how every piece of your plan fits together. Away from work, he’s a proud grandpa of two.
Evan Brockmeier
Financial Advisor
A Marietta native, Evan came home after a career as an engineer to help local families plan for the future. He joined the team in 2022 and is working toward his CFP® certification. He and his wife, Alyson, are raising five busy kids.
Ethan Brooker
Financial Advisor
Ethan grew up in Churchtown and earned degrees in public accounting and finance from Marietta College. He joined the team in 2026 and is working toward his CFP® certification. He reviews the tax and accounting details of each plan. He still lends a hand on the family farm.
Jessica Barnes
Client Services Coordinator
Jessica is the friendly voice on the phone and the smiling face that greets you when you walk in. She joined the team in 2021 and works hard to make sure every client gets great service. In her free time, she loves being with her husband and grandchildren.
Neal Watson, CFP®
Financial Advisor
Neal has helped families plan since 1996 and earned his CFP® certification in 1999. He’s the one people call when the details matter, from retirement to taxes to estate planning, because he sees how every piece of your plan fits together. Away from work, he’s a proud grandpa of two.
Contact Us
Our Address:
326 Third Street, Suite 110
Marietta, OH 45750
Phone Number
Neal: neal@sacraviafp.com
Evan: evan@sacraviafp.com
Ethan: ethan@sacraviafp.com
Jessica: jessica@sacraviafp.com
We’re on the left side of the building, next to 3rd Street Music.
Free parking is behind the building. Enter the lot from the alley off Putnam or Scammel Street.
Let’s make a plan.
Every plan starts with a conversation. Schedule a free call and let’s see if we’re a good fit.