Trusted solutions for your Insurance, Benefit, and PEO Consulting 

In a world filled with fragmented advice and carrier-driven salespeople, business owners deserve one trusted source — aligned with their business, not the insurance companies.

WizdomOne Group was founded in 2008 on a simple belief:
Your advisors should work for you and your business — not the carriers.

We are proud to be a remote-first company. We believe a vibrant culture should serve both our clients and our team. As Ben Peterson said, “If you create a great place to work, great work takes place.”

How We Work

What truly sets WizdomOne apart is our approach to service and communication. We build our service model around your business and your life — not around a generic calendar designed to check boxes. As business owners ourselves, we understand that your time is limited and valuable.

We do not schedule meaningless “touch-base” calls simply for the sake of activity. Instead, we proactively reach out when something meaningful impacts an area of expertise you’ve entrusted us with — whether that’s benefits strategy, business insurance, retirement plans, or PEO structure.

In return, we ask that you keep us informed when significant changes occur — growth, new hires, ownership transitions, or major life events — so we can advise you appropriately. Our relationships work best when they are intentional, responsive, and grounded in real needs — not routine for routine’s sake.