It reflects The Wise Investor Group’s commitment to providing clients with the planning, tools and services they need to achieve their financial and personal goals.
Reston, Va. (PRWEB) October 24, 2014
The Wise Investor Group at Robert W. Baird & Co., a team of experienced financial professionals offering financial planning, portfolio management, investment analysis and account services, today announced that Managing Director and Senior Financial Planner Gregory S. Smith, CFP®, ChFC® has been recognized as one of Washingtonian Magazine’s 2014 Top Money Advisers.
Smith, a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®, founded The Wise Investor Group’s financial planning department in 1999, focusing on retirement, college and estate planning for his clients.
The Washingtonian’s Top Money Experts lists the best financial planners and advisers, investment advisers, estate attorneys, accountants and tax advisers as well as insurance advisers in the Washington, D.C. area. The list is determined through peer surveying and research done by the Washingtonian editorial staff. To compile the list, the magazine asks local financial professionals to name the personal finance experts they would recommend to family and friends, or trust with their own money.
“To be recognized by my industry peers as someone they would trust with their own financial plan is an incredible honor,” said Smith. “For me, it reflects The Wise Investor Group’s commitment to providing clients with the planning, tools and services they need to achieve their financial and personal goals.”
In addition to his current role as Managing Director and Senior Financial Planner with The Wise Investor Group, Smith serves as a Financial Planning Mentor to new financial planners through the Financial Planning Association. He is also a seminar lecturer, author, educator and periodic host of The Wise Investor Show, aired live in the Washington, D.C. area on WMAL 105.9 and AM 630.
About The Wise Investor Group
The Wise Investor Group (http://www.thewiseinvestorgroup.com) at Robert W. Baird & Co. is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Established in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment. Member SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.