We are excited to announce that three of our advisors have been named to Forbes' Best-In-State Wealth
Advisors List. Managing Directors Simon Hamilton, Greg Smith and Chris Aime were recognized as top
advisors in Virginia.
Forbes receives over 21,000 nominations for Best-In-State and selects only 2,000 of the top-performing
advisors across the country within their respective states to honor. This recognition marks the second
year advisors from The Wise Investor Group have received this prestigious distinction. Simon and Greg
were ranked in the top five and Aime ranked in the top 20 of Northern Virginia advisors.
“It’s an honor for three advisors with The Wise Investor Group to be recognized nationally. It speaks to
the quality of their team and their commitment to provide the best financial solutions for clients,” said Mike
Schroeder, President of Baird Private Wealth Management.
The Forbes’ Best-In-State rankings 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 includes telephone and in-person interviews to assess an array of criteria including client
retention, industry experience, compliance records, best practices, and assets under management.
We manage The Wise Investor Group with integrity and always aim to go above and beyond to help you
manage every aspect of your financial life. Our inclusion in this prestigious list recognizes our
commitment to our clients.
As always, should you have any questions, please e-mail or call us at 866-758-9473. We would love to