The Wise Investor Group Named to Barron’s 2017 Top 1,200 Financial Advisors

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Senior Financial Planner for The Wise Investor Group at Robert W. Baird & Co. recognized on national list of Top Advisors.

Senior Financial Planner for The Wise Investor Group at Robert W. Baird & Co. recognized on Barron's list of Top Financial Advisors.

This distinction reflects the firm's commitment to well-supported, thoroughly researched investment strategy that yields long-term success for clients.

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, is proud to announce that Gregory S. Smith, CFP®, ChFC®, CPWA® was named to Barron’s 2017 list of Top 1,200 Financial Advisors, marking the ninth consecutive year that The Wise Investor Group has been represented on the list.

Barron’s, a premier magazine covering financial investments, annually ranks the top 1,200 financial advisors nationwide based on assets under management, revenue produced for the firm, regulatory record, and quality of practice and philanthropic work. The rankings are constructed on information sourced by over 4,000 of the nation’s most productive advisors. The Wise Investor Group, managing over $2.022 billion in assets as of September 2016, ranks among the top ten Virginia-based advisors.

Smith founded the financial planning department at The Wise Investor Group. He currently serves as Managing Director and Senior Financial Planner at The Wise Investor Group, specializing in retirement, college, and estate planning. Smith also mentors young industry professionals through the Financial Planning Association.

“I am honored to represent The Wise Investor Group on Barron’s list of top advisors,” says Smith. “This distinction reflects the firm’s commitment to well-supported, thoroughly researched investment strategy that yields long-term success for our clients.”

In addition to advising and supporting clients, Smith frequently joins the team’s Wise Investor Show to provide commentary on financial planning topics. The show gives listeners the opportunity to hear from top professionals about current market trends and other financial advising topics. The show airs live every Sunday on WMAL 105.9 and AM 630 in Washington, D.C.

The Wise Investor Group additionally offers comprehensive, practical analysis of market trends in its Annual Outlook Seminar. This year’s seminar evaluates past market performance and provides investors with expert perspective on what to expect in the months ahead.

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. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investing.

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Amanda Ratner
The Wise Investor Group
+1 443-869-2197 Ext: 144
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