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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.

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Recognized for Providing One of The Best Financial Advisor Websites

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.

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Recognized by Forbes for Providing Positive Impact

Forbes’ annual Best-In-State Wealth Advisors list has once again recognized advisors with The Wise Investor Group. Greg Smith, Simon Hamilton and Chris Aime were ranked in the elite group of top advisors across the country for their experience, quality advice and trusted client relationships.

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Matt Barthel: Gatekeeper of Barron’s Advisor Rankings

Few people know more about what makes a great financial advisor than Matt Barthel. As the head of Barron’s advisor-ranking franchise, Barthel is instrumental in identifying the best of the best -- and in helping to promote high standards throughout the industry. Barthel explains exactly how advisors make it onto the lists, what gets some dropped, and how the elite are different.

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