Managing Director and Portfolio Manager Simon Hamilton and Managing Director and Senior Financial Planner Greg Smith, of The Wise Investor Group at Baird, have been named to Forbes’ 2022 list of America’s Top Wealth Advisors.

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria that weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. Hamilton and Smith were nominated by Baird, and vetted and ranked by SHOOK to be selected among the country’s top wealth advisors.

“This marks the fifth year that The Wise Investor Group has been named among the top 250 advisors across the entire country.”

In addition, advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not considered due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

“This marks the fifth year that The Wise Investor Group has been named among the top 250 advisors across the entire country. This past year we’ve seen a very volatile market and it is especially critical during times like these to have an experienced, well-qualified and trusted advisor on your side.”

Further validating The Wise Investor Group’s level of service, members of the team have been recognized on numerous rankings, including Forbes’ Best In State Wealth Advisors, the Financial Times 400 Top Advisors, the Virginia Business Power 500 list, and Northern Virginia Magazine’s Top Financial Professionals list.

The Wise Investor Group, which currently manages over $2 billion in client assets, specializes in financial planning, portfolio management, investment analysis, insurance and annuity services, and overall account services. To learn more about The Wise Investor Group and its wealth management services, visit https://thewiseinvestorgroup.com.

About The Wise Investor Group
The Wise Investor Group at Baird is a full-service investment team located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance, and annuity services as well as overall account services. Formed in the 1990s, the team follows a disciplined, research-based approach to value-oriented investment. Member SIPC.