Simon Hamilton and Greg Smith recognized in Forbes’ Top 10 Wealth Advisors List for Virginia

The Wise Investor Group’s Portfolio Manager Simon Hamilton and Senior Financial Planner Greg Smith were named to Forbes’ Best-In-State Wealth Advisors list. Hamilton and Smith were both recognized as top 10 advisors in Virginia. Over 2,000 top-performing advisors across the country were recognized within their respective states.

According to Forbes’ Best-In-State methodology article written by R.J. Shook, R.J. Shook states,"It is our belief clients are oftentimes better served by local representation…Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by."

As a Partner, Hamilton is a leading voice in the investment policy, asset collection and client management decision making at The Wise Investor Group. He provides the firm’s clients with strategic portfolio guidance to fill their asset allocation with selections of high-quality companies.

Smith, CFP^®, ChFC^®, CPWA^® focuses primarily on retirement, college and estate planning for the firm’s clients. He leads the team of financial plannersat The Wise Investor Group to develop personalized financial plans for each client that takes their unique needs, goals and circumstances into consideration.

The Best-In-State list, developed by Forbes’ research partner SHOOK Research, is based on a rigorous evaluation including telephone and in-person interviews, an algorithm of qualitative criteria, such as revenue trends, industry experience, compliance records and compliance records, and quantitative data including assets under management.

SHOOK sets detailed minimum thresholds to narrow in on high-quality advisors for Forbes’ list. Over 21,000 advisors were nominated to be considered, just over 5,000 were asked to complete an online survey and less than 1,200 advisors were selected to conduct in-person interviews.

Hamilton was also recently named to Forbes’ 2017 list of America’s Top 250 Wealth Advisors.

To learn more about The Wise Investor Group and its approach to financial planning and investment management, visit www.thewiseinvestorgroup.com.

About The Wise Investor Group

The Wise Investor Group (www.thewiseinvestorgroup.com) at Baird is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment. Member SIPC.