The Naert Group in St. Louis

Who We Are

We help retirees, pre-retirees, and multiple generations of families who need expert financial advice by offering meaningful financial guidance and personalized financial strategies in order to achieve what’s most important to you and your family.

DAVID NAERT

Awards & Recognition

2024, 2025
Best-in-State Advisor
Forbes | Shook

2024
Top Wealth Management Teams
Forbes | Shook

2023, 2024
Oppenheimer Chairman’s Council


Award Criteria

Financial Insights

market strategy
Asset Management

08/18/2025 Market Strategy

John Stoltzfus | August 18, 2025
Wealth Management

Make a Will, Make a Difference: Charitable Gifting Strategies

Oppenheimer & Co. Inc. | August 25, 2025
Oppenheimer

The 2025 IPO Playbook: Mid-Year Strategies

Oppenheimer & Co. Inc. | August 19, 2025