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.

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.

Unstable Times Call for a Higher Quality Investment Experience

July 23, 2020 Recognition

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.

Ann Summerson Named to Forbes’ Top Women Wealth Advisors

May 26, 2020 Market Insights Recognition

We are pleased to announce that financial planner Ann Summerson has been named to Forbes’ Top Women Wealth Advisors. The list highlights top female advisors across the country who are leading the way in providing a high-quality experience for clients.

Simon Hamilton Recognized in Financial Times 400 Top Financial Advisers

April 16, 2020 Recognition

We are excited to announce that Managing Director Simon Hamilton has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers.

Recognized by Forbes for Providing Positive Impact

January 31, 2020 Recognition

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.

Simon Hamilton Selected by Washingtonian Magazine as one of Washington, DC’s Industry Leaders

January 22, 2020 Recognition

Washington, DC, is home to some wonderfully talented and smart entrepreneurs and business leaders, who are moving their industries and this region forward. Simon Hamilton was recently featured as one of those leaders.

Matt Barthel: Gatekeeper of Barron’s Advisor Rankings

November 22, 2019 Recognition

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.

Simon Hamilton Named to Forbes’ Top 250 Wealth Advisors List

October 28, 2019 Recognition

Simon Hamilton ranked as one of America's Top Wealth Advisors