We are excited to announce that Greg Smith and Simon Hamilton have been named to Barron’s 2019 list
of Top 1,200 Financial Advisors. This marks the 11th straight year that The Wise Investor Group has
been represented on the list!
Barron’s, a premier magazine covering financial investments, annually ranks the top financial advisors
nationwide based on assets under management, revenue produced for the firm, regulatory record, and
quality of practice and philanthropic work. With over 4,000 individual advisors and firms providing data,
the rankings recognize the nation’s leading advisors who are raising industry standards. The Wise
Investor Group, managing over $2.2 billion in assets as of September 2018, ranks among the top twenty
“It’s a privilege and honor for our advisors to receive this national distinction. The nomination is a
testament to their dedication to client success and providing the best possible financial solutions,” said
Mike Schroeder, President of Baird Private Wealth Management.
In addition, Greg and Simon, along with Managing Director Chris Aime, were recently named to Forbes’
We are truly proud of these recognitions, which speak to the tremendous trust and confidence our clients
place in us. We are committed to earning that trust and confidence every day.