This year, 2021, marks another consecutive year that Forbes has recognized Greg Smith, Simon Hamilton, and Chris Aime as Best in State Wealth Advisors. Out of 75 in Northern Virginia, Smith ranked 3rd, Hamilton 4th, and Aime 14th on this year's list.
The Forbes Best in State Wealth Advisors list spotlights more than 5,000 advisors around the country, nominated by their firms—then researched, interviewed, and assigned a ranking by SHOOK Research.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.
With this list, Forbes seeks to identify those advisors that best provided a positive impact for their clients in a meaningful way to "help them live better lives."
What does this mean for us? As we move forward in unpredictable times, our number one priority is putting our client's needs first. Through thorough research, planning, and a value-based approach, we strive to provide personalized and tailored guidance to fit your unique situation.
We are exceedingly grateful for the trust and confidence we've received from our clients and remain a committed resource to help you reach your financial goals.