Paragon Alliance Group, LLC Joins U.S. Retirement & Benefits Partners
Iselin, NJ, March 8, 2023 —U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Paragon Alliance Group, LLC, which is a leading provider of third-party retirement plan consulting and administration services to qualified retirement plans.
Founded in 2000, Paragon Alliance Group, LLC is led by owner, Rob Wisner, who oversees all aspects of the company with a primary focus on plan design, consulting, marketing, and business development. The company is headquartered in Souderton, PA and primarily operates in the Mid-Atlantic region of the United States. Rob will continue in the same capacity running the organization while leveraging USRBP’s extensive resources and capabilities.
Wisner shared, “We are very excited about the resources we will have available to us and look forward to our collaboration with the USRBP team and Patrick Hale’s group at TRPC. We view the services they provide as an opportunity to expand our service offerings to our clients. The extensive capabilities at USRBP will enable us to grow, proactively service clients, and create more opportunities for our team while taking away all other demands that running a business requires. This partnership is mutually beneficial for Paragon, USRBP, our referral sources, and most importantly our clients.”
“It has been a terrific opportunity to get to know Rob and his team. There are strong cultural alignments and with our support, I believe we can dimensionally add depth to their capabilities,” said Patrick Hale, Managing Partner of The Retirement Plan Company (TRPC).
Megan Schneider, USRBP CEO added, “Rob and his team are welcome additions to the USRBP family and we look forward to their continued success.”
About Wise Rhino: Paragon Alliance Group was advised in this transaction by Wise Rhino Group, which provides M&A Advisory Services for Retirement & Wealth Advisory, TPA and Financial Services Industry Technology Firms. They are committed to being a unique resource and catalyst for Firms in pursuit of accelerated growth and sustained competitive success. Their team brings over one hundred years of cumulative experience in every aspect of the Wealth and Retirement verticals as Firms consider how to move forward with the most impactful alignment of partners, staff, and clients.
About U.S. Retirement & Benefits Partners: U.S. Retirement & Benefits Partners, with headquarters in Iselin, NJ, is one of the nation’s largest independent, national financial services firms specializing in employee benefit and employer-sponsored retirement plans in the K-12 public school, governmental, corporate, and non-profit markets. USRBP serves over 15,000 employer groups with 3 million participants through 51 regional Partner Firms. For more information, visit www.usrbpartners.com.