Chris Aime, Simon Hamilton and Greg Smith recognized as Top Wealth Advisors in Virginia

Chris Aime, Simon Hamilton and Greg Smith

The Wise Investor Group, a team of experienced financial professionals specializing in financial planning, portfolio management and investment analysis, announced the recognition of three of its advisors to Forbes’ Best-In-State Wealth Advisors list. Managing Directors Simon Hamilton, Greg Smith and Chris Aime were recognized as top advisors in Virginia.

The Forbes’ list highlights advisors who are leading the way in offering the best practices and providing a high-quality experience for clients.

Forbes received over 32,000 nominations, invited over 7,000 advisors to complete a survey and conducted over 11,00 telephone interviews and over 2,000 in-person interviews to select the top advisors across the country.

Of advisors based in northern Virginia, Greg Smith ranked third, Simon Hamilton ranked fourth and Chris Aime ranked twenty-first out of the 63 top advisors. This recognition marks the third year that advisors from The Wise Investor Group have received this prestigious honor.

“Being recognized within the top five wealth advisors in the state of Virginia for the third year in a row speaks to the quality of The Wise Investor Group’s team and the positive impact they have on their client’s lives,” said Mike Schroeder, President of Baird Private Wealth Management.

Aime, CFP®, leads The Wise Investor Group’s trading department where he oversees operations of equity, income analysis and trading. He specializes in investment research and sits on The Wise Investor Group’s Investment Decision Committee.

With more than 25 years of experience, Hamilton leads The Wise Investor Group’s Portfolio Management department and is a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation and client management. Barron’s, Forbes, Washingtonian and Financial Times consistently recognize Hamilton as a top advisor in the United States.

Smith, CFP®, ChFC®, CPWA®, CTFA, is a founding member of The Wise Investor Group, and leads the team’s financial planning department where he focuses on retirement, college and estate planning. He also serves as a Financial Planning Mentor to new financial planners through the Financial Planning Association. Along with Hamilton, Smith has been recognized numerous times by Forbes, Barron’s, Washingtonian and Financial Times as one of the top financial planners in the county.

The Forbes’ Best-In-State rankings are determined by an in-depth methodology developed by SHOOK Research that is based on an algorithm of qualitative criteria and quantitative criteria. The rigorous evaluation includes telephone and in-person interviews to assess an array of criteria including client retention, industry experience, compliance records, best practices, and assets under management.

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