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About Us

A Wizer Focus

The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier.

Our innate philosophy is a focus on you - the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.

Today, the WizdomOne Group of Companies includes:

  • WizdomFinancial Advisors LLC – a private wealth management firm.
  • WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm
  • WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs
  • WizdomCare Senior Solutions - a full-service Medicare plans agency

A WizdomOne Group Advisor, Your Smart Advocate

By partnering with talented individuals, the WizdomOne Group empowers our team of professionals to succeed as trusted advisors for you, our client. Backed by the full resources and strength of our family of companies, our knowledgeable advisors are equipped to provide the full spectrum of services our companies have to offer. The WizdomOne Group also has developed strategic alliances throughout our industry, whose expertise can be called upon whenever necessary to address a client’s specific need.

As our client, you can choose to deal only with your advisor, who acts as your advocate. You may also at any time be linked with any member of the WizdomOne Group of Companies, be it for service issues or specific expertise.

Whatever your particular needs may be, your WizdomOne Group Advisor is at the helm of your entire relationship and is accountable to the President of our organizations for your complete satisfaction. This assures you remain in constant contact with your advisor. A real person whose name you know and whose expertise you value and trust.

A Wizer Experience

Many agencies claim to deliver exceptional service. At the WizdomOne Group we take a wizer approach. We empower our advisors to meet your needs and financial goals through personal tailored service.

Driven by successful management and a culture of practicality and simplicity, we pair service with the most important quality of a trusted advisor: focusing on the quality of the client relationship, not the quantity.

From a humble beginning in 2008 to the successful launch of four sister companies, WizdomOne Group has grown by delivering on its promise to provide our clients smart solutions for the risks and benefits of life.

Plan Smart. Live Wizer


WizdomTree Benefit Solutions Inc. is your comprehensive benefits administration partner from Benefit Design to HealthCare Reform. You focus on your business and we will focus on your benefit plans.


WizdomTower Risk LLC management specialists can help you identify and manage a variety of hazards inherent in the current business environment.


WizdomCare Senior Solutions LLC representatives are here to help you choose between the seemingly endless variety of Medicare companies. You focus on enjoying your golden years, we'll take care of you Medicare insurance plans.

Wealth Management

WizdomFinancial Advisors LLC is a private wealth management firm offering a full range of group and individual investment and risk management solutions to help professionals, businesses and their employees accumulate and protect their wealth.


Wizer Corporate Clients


Hours of Smart Advice


Wizer Clients