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, 2025, 2026
Best-In-State Wealth Management Teams
Forbes

2012-2025
Oppenheimer Chairman’s Council


Award Criteria

Financial Insights

market strategy
Asset Management

01/12/2026 Market Strategy

John Stoltzfus | January 12, 2026
Wealth Management

Generational Financial Wellness: Habits for Long-Term Success

Oppenheimer & Co. Inc. | January 12, 2026
Oppenheimer

The Big Shifts Ahead: A 2026 Outlook

Oppenheimer & Co. Inc. | December 16, 2025