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Nathan Gertson (CFP®)

Nathan Gertson focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Veterans

Planning Specialties

We do things differently because the financial world needs a change. We work with anyone who values expert advice over sold products regardless of income, net worth or AUM. Our clients want honesty, personal care, and an unbiased advisor for their money. They include business owners, retirees, busy families, and working professionals. Our process keeps you and your goals at the center. You do the dreaming. We'll do the planning together.

NAPFA Start Date

August 17, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2142 W Chesterfield Blvd E201 Springfield, MO 65807-4237 Phone: (417) 268-9191
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