Who We Are

Who We Are

Wise Rhino Group is an independent advisory firm focused on assisting retirement consulting firms with growth through partnership strategies. Our services are led by three partners who have spent a combined 86 years in every part of retirement plans vertical.

As entrepreneurs like you, we have founded, built and successfully brought to sale retirement plan consulting firms, RIAs and broker dealers. As retirement industry corporate leaders, we have helped lead major record keeper, broker dealer and DCIO complexes. Our unique and varied entrepreneurial and corporate experience allow us to empathize, understand and advise you and your team as you make critical future growth decisions.

We will deliver unbiased counsel and guidance backed by experience-based understanding of all aspects of your business as well as the broader retirement ecosystem, an impactful set of processes and databases and an extensive network of retirement industry relationships. We are committed to bringing these qualities and resources to every engagement, with a focus on integrity and trust.

Our Name

Learn what inspired our namesake and other fun facts about Wise Rhino.

Learn More About Our Name