A complete list of active advisors currently associated with PACE Financial Advisors

Warmer can help you find a great advisor at PACE Financial Advisors or one who fits your needs even better.

Pace Financial Advisors is an SEC-registered advisory firm that serves individuals (including both non-high-net-worth and high-net-worth clients), trusts, retirement plans, and business entities. The firm offers discretionary wealth management and portfolio management, retirement plan consulting, and standalone financial planning and consulting engagements. Pace tailors portfolios using diversified allocations across individual stocks and bonds, mutual funds, ETFs, REITs, cash equivalents, and, where appropriate, options strategies, employing long- and short-term as well as asset-allocation approaches. Wealth management relationships are typically discretionary with ongoing monitoring and periodic reviews, while standalone planning engagements are delivered as discrete, non-continuing reports or consultations. Distinctive features include a nine-advisor team overseeing roughly $362 million in discretionary assets despite being recently founded, a firm policy that wealth management clients maintain custody at a specified independent custodian, and the absence of a firm-wide account minimum. Certain advisors are dually registered with a broker-dealer and licensed to sell insurance (a disclosed conflict the firm manages by restricting commissionable activity in advisory accounts), and the firm does not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at PACE Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.