Banking | Finance 2024: SIMON R.B. HAMILTON

A financial adviser for close to three decades, Hamilton still enjoys helping families achieve their financial goals. After joining the Wise Investor Group in 2007, he now leads its portfolio management department.

Hamilton also co-hosts “The Wise Investor Show” podcast. On a June episode, Hamilton pointed out to listeners that the number of stocks doing well had been shrinking in recent weeks. “Diversifying for some has led to di-worse-ifying,” he quipped. 

The Wise Investor Group’s 17-person team manages $2.7 billion in assets. Initially aligned with Baird, the Wise Investor Group moved to Raymond James in 2022. 

Barron’s ranked Hamilton as the 22nd best financial adviser in Virginia in 2024, and Forbes rated him No. 18 in its Northern Virginia wealth advisers list this year. 

An English and economics major at Haverford College who grew up in Baltimore, Hamilton previously served as vice president of investments at Baltimore-based advisory firm Ferris, Baker Watts.

Hamilton lives in Vienna with his wife, Allison, with whom he has three daughters. A fan of the Baltimore Ravens, he also enjoys bass fishing, traveling and collecting wine.