A tradition built on quality, value and integrity.

Our History

The Wise Investor Group at Baird is a team of experienced financial professionals, whose origins date back to the 1990's, offering financial planning, portfolio management, investment analysis, and account services located in Reston, Virginia. The group provides discretionary management services for individuals, employee retirement plans, and endowments.

Under a true team approach, the group manages more than $2 billion in equity, balanced and fixed income accounts as of January 2016. Our reputation and significant growth derive from our commitment to expert advice and tailored personal service.

As a Baird branch office, we draw on the skills and experience of a broader team of experts throughout Baird to deliver comprehensive financial solutions and customized strategies for you, helping to ensure the recommendations and strategies we advocate are well-researched and continuously informed.

Our Philosophy 

Our value-oriented investment style guides us in every decision we make for our clients. We follow a disciplined, research-based approach, helping our clients build diversified portfolios of high-quality, attractively-valued companies that over the long-term have the potential to provide positive returns with lower risk.

We believe the equity market is frequently short-term focused, often overreacting to both good and bad news. This can cause stock price movements inconsistent with a company’s long-term business fundamentals. Long-term opportunities may arise to invest in the stocks of quality companies that the market has undervalued in the short-term. In essence, as value investors, we want to buy quality but only when we believe market reaction has caused a discount to the stock prices of these companies.

When you partner with The Wise Investor Group, you put your trust in our hands. As a discretionary wealth manager, we take that trust very seriously and always conduct the due diligence necessary before making any changes to your investment portfolio.


The Wise Investor Group has received repeated honors from renowned industry publications. The team is truly proud of these recognitions, which speak to the tremendous trust and confidence clients place in them. The group remains committed to earning that trust and confidence every day.

Community Involvement 

We recognize that making a meaningful difference in people’s lives goes beyond the day-to-day activities of our business, which is why we are committed to giving back to our community. 


© The Wise Investor Group
One Freedom Square, 10th Floor, 11951 Freedom Drive
Reston, VA 20190
(866) 758-9473

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.