We are pleased to announce that Simon Hamilton and Gregory Smith have been named to Forbes’ 2020 Top Wealth Advisors. Simon and Greg are among the few professionals represented from the D.C. area.
The Forbes rankings for America’s Top Wealth Advisors are determined by an in-depth methodology developed by SHOOK Research that is based on an algorithm of qualitative criteria and quantitative criteria. The rigorous evaluation of over 32,000 nominations included over 12,000 telephone interviews and over 2,000 in-person interviews to assess an array of criteria including client retention, industry experience, compliance records, best practices, revenue trends, and assets under management.
“Being recognized among the country’s top wealth advisors speaks to the quality of The Wise Investor Group’s team and shows they are a trusted place to turn,” said Mike Schroeder, President of Baird Private Wealth Management. “Especially in challenging and uncertain times, financial and otherwise, the team’s consistently effective guidance and trusted client relationships prove the critical importance of professional advice.”
As one of The Wise Investor Group's three partners, Simon leads the team's portfolio management department, serving as a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation and client management decision-making. As managing director at the firm with more than 25 years of experience, he hosts The Wise Investor Show, as well as the team's Midweek Update podcast.
Greg, CFP®, ChFC®, CPWA®, CTFA, is a founding member of The Wise Investor Group, and leads the team’s financial planning department where he focuses on retirement, college, and estate planning. He also serves as a Financial Planning Mentor to new financial planners through the Financial Planning Association. Along with Simon, Greg has been recognized numerous times as one of the top financial planners in the country.
The Wise Investor Group has been consistently recognized on Forbes’ national ranking lists, including Best-in-State Wealth Advisors and America’s Top Women Advisors. In addition, Barron’s, Financial Times and other prestigious business publications have recognized members of The Wise Investor Group as top advisors in Virginia and the nation.