Financial Education and Advice

In-depth insight into investment best practices and more.

After tuning in to The Wise Investor Show®, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.

Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.

The Wise Investor Group named to Barron's 2022 Top 100 Private Wealth Management Teams

We are so excited and proud to share that The Wise Investor Group was recognized as one of the Top 100 Private Wealth Management Teams in 2022.

Simon Hamilton and Greg Smith recognized as Barron's Top 1200 Ranked Advisors 2022

March 22, 2022 Market Insights Recognition

We would like to congratulate Simon Hamilton and Greg Smith for their recent recognition as Barron's Top 1200 Ranked Advisors 2022.

Ann Summerson recognized in Forbes Top Women Wealth Advisors Best-In-State 2022

February 17, 2022 Market Insights Recognition

We are pleased to announce that Ann Summerson has once again been selected in Forbes Top Women Wealth Advisors Best-In-State 2022.

Simon Hamilton named to Virginia 500 2021-22 Power List

September 15, 2021 Market Insights Recognition

If you are looking for leaders in business in the State of Virginia, the Virginia 500 2021-22 Power List would be a good place to start. This year, we are fortunate to announce that Virginia Business has selected Managing Director and Portfolio Manager, Simon Hamilton.

Greg Smith and Simon Hamilton selected by Forbes as America's Top Wealth Advisors

September 10, 2021 Market Insights Recognition

We are proud to announce Greg Smith's and Simon Hamilton's ranking in Forbes' Top 250 Wealth Advisors 2021.

Forbes Recognizes Greg Smith, Simon Hamilton and Chris Aime as Best in State Wealth Advisors for 2021

April 19, 2021 Market Insights Recognition

The Forbes Best in State Wealth Advisors list spotlights more than 5,000 advisors around the country. We are honored to announce that this year, 2021, marks another consecutive year that Forbes has recognized Greg Smith, Simon Hamilton, and Chris Aime as Best in State Wealth Advisors.

Simon Hamilton and Greg Smith Named to Forbes' 2020 Top Wealth Advisors

September 2, 2020 Recognition

We are pleased to announce that Simon Hamilton and Gregory Smith have again been named to Forbes’ 2020 Top Wealth Advisors.

Simon Hamilton Named to Inaugural Virginia 500 Power List

August 31, 2020 Recognition

Managing director and portfolio manager Simon Hamilton has been named to Virginia Business’ Virginia 500 list, a selective guide to the top business leaders in the commonwealth.

Video: Unstable Times Call for a Higher Quality Investment Experience

July 23, 2020 Recognition Video

Unstable times call for a higher quality investment experience. Speak to one of our advisors today to experience the best. Give us a call and find out why so many publications have listed us among the top financial service providers of 2020.

Recognized for Providing One of The Best Financial Advisor Websites

June 19, 2020 Recognition

In today’s technology-driven environment, it's more important than ever to be able to quickly and easily communicate with your financial advisor. That's why we are proud to offer clients an easy to navigate website that points them directly to trusted insights from our nationally-recognized advisors and makes it easy to contact our team.