Simon Hamilton and Greg Smith recognized on Barron’s national list of Top Financial Advisors
The Wise Investor Group, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, announced the recognition of two of its advisors to Barron’s 2019 list of Top 1,200 Financial Advisors. Greg Smith and Simon Hamilton were recognized as top advisors, marking the eleventh consecutive year that The Wise Investor Group has been represented on the list.
Barron’s, a premier magazine covering financial investments, annually ranks the top financial advisors nationwide based on assets under management, revenue produced for the firm, regulatory record, and quality of practice and philanthropic work. With over 4,000 individual advisors and firms providing data, the rankings recognize the nation’s leading advisors who are raising industry standards. The Wise Investor Group, managing over $2.2 billion in assets as of September 2018, ranks among the top twenty Virginia-based advisors.
“It’s a privilege and honor for our advisors to receive this national distinction. The nomination is a testament to their dedication to client success and providing the best possible financial solutions,” said Mike Schroeder, President of Baird Private Wealth Management.
With more than 25 years of experience in portfolio management, Hamilton ensures clients’ asset allocations consist of high-quality companies. As a Partner and Managing Director, he is an instrumental voice in investment policy, security selection, asset allocation and client management decision making.
Smith, CFP®, ChFC®, CPWA®, CTFA, is a founding member of The Wise Investor Group and plays a key role in the team’s financial planning department. He currently serves as Managing Director and Senior Financial Planner at The Wise Investor Group, specializing in retirement, college, and estate planning.
In addition, Hamilton and Smith, along with Managing Director Chris Aime, were recently named to Forbes’ Best-In-State Wealth Advisors list.
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.
