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
DAVID NAERT

Awards & Recognition

2024
Best-in-State Advisor
Forbes | Shook

2024
Top Wealth Management Teams
Forbes | Shook

2023
Oppenheimer Chairman’s Council


Award Criteria

Financial Insights

market strategy
Asset Management

05/19/2025 Market Strategy

John Stoltzfus | May 19, 2025
Wealth Management

Planting the Seeds of Legacy: Succession Planning Strategies

Oppenheimer & Co. Inc. | May 19, 2025
Oppenheimer

The Case for Private Credit with Lawrence Golub

Oppenheimer & Co. Inc. | May 15, 2025