Hillsboro, OR Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PACE Financial Advisors
Team
Firm-wide stats for PACE Financial Advisors
About
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.
Based on PACE Financial Advisors
Location
421 SE Washington Street
Hillsboro OR 97123
Advisors at this office
10
Advisors at this office
Christopher M
Series 66
Hillsboro, OR
PACE Financial Advisors
Christopher Mettee is a financial advisor with PACE Financial Advisors in Hillsboro, OR, holding a Series 66 designation and 11 years of industry experience. His prior firms include Edward Jones, Financial Advocates Investment Management, and LPL Financial. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies across various asset classes and offers wealth management relationships typically on a discretionary basis.
Nathan B
Series 66
Hillsboro, OR
PACE Financial Advisors
Nathan Bauer is a financial advisor at PACE Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Ameriprise Financial Services, Financial Advocates Investment Management, and LPL Financial. Bauer is also licensed as an independent insurance agent, selling and servicing insurance contracts. PACE Financial Advisors serves a range of clients including individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm utilizes diversified portfolio allocations across multiple asset classes and employs both long- and short-term investment strategies.
Grant L
Series 65
Hillsboro, OR
PACE Financial Advisors
Grant Lawton is a financial advisor at PACE Financial Advisors with a Series 65 designation and three years of industry experience. Prior to joining PACE Financial Advisors in 2023, he worked at Corban University and has been involved with Christian educational and fellowship organizations. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies and ongoing portfolio monitoring.
Anthony W
Series 65
Hillsboro, OR
PACE Financial Advisors
Anthony Walther is a Series 65-licensed financial advisor with PACE Financial Advisors in Hillsboro, OR. He has been with the firm since 2026 and also has an ongoing role at Pacific University since 2015. Walther has no prior industry experience before joining PACE Financial Advisors. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified portfolios across various asset classes with ongoing monitoring and periodic reviews.
Jeffrey E
Series 66
Hillsboro, OR
PACE Financial Advisors
Jeffrey Eischen is a financial advisor at PACE Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Financial Advocates Investment Management, and Ameriprise Financial Services. Outside of his advisory work, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and provides discretionary monitoring and periodic reviews tailored to clients’ needs.
Jeremiah E
Series 65
Hillsboro, OR
PACE Financial Advisors
Jeremiah Eischen is a financial advisor at PACE Financial Advisors with three years of industry experience. He holds a Series 65 designation and has worked at PACE Financial Advisors since 2021. Outside of his financial advisory role, he is the owner and manager of Mountain Top Orchards, an orchard business in Hillsboro, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and businesses. The firm offers discretionary wealth management and financial planning, utilizing diversified portfolios that include stocks, bonds, mutual funds, ETFs, REITs, and options strategies.
Kevin M
Series 65
Hillsboro, OR
PACE Financial Advisors
Kevin Mellinger is a financial advisor at PACE Financial Advisors with two years of industry experience. He holds a Series 65 designation and has worked at firms including NW4S, Inc. and Pioneer Natural Resources. Outside of his advisory role, he is the owner and Vice President of Operations and Production at NW4S, Inc., a manufacturing business in Tualatin, Oregon. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities with discretionary wealth management, portfolio management, and financial planning services. The firm employs diversified investment strategies across various asset classes and maintains wealth management relationships that typically involve ongoing monitoring and periodic reviews.
Erik D
Series 65
Hillsboro, OR
PACE Financial Advisors
Erik Dante is a financial advisor with PACE Financial Advisors in Hillsboro, Oregon. He holds a Series 65 designation and has two years of industry experience. Outside of financial advising, he is a member of Dante Construction LLC, where he acts as a general contractor and laborer in residential construction projects. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning services, utilizing diversified portfolios and tailored investment strategies.
Jason M
Series 65
Hillsboro, OR
PACE Financial Advisors
Jason Mitchell is a Series 65-licensed financial advisor at PACE Financial Advisors with one year of industry experience. Before joining PACE Financial Advisors in 2026, he worked at Lam Research and Tektronix. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm offers discretionary wealth management, portfolio management, and financial planning, using diversified portfolios with a range of asset classes and investment strategies tailored to client needs.
Zachary M
Series 65
Hillsboro, OR
PACE Financial Advisors
Zachary Moore is a financial advisor at PACE Financial Advisors with a Series 65 credential and three years of industry experience. Before joining the firm, he served in law enforcement for seven years in the cities of Redmond and Tucson. PACE Financial Advisors is an SEC-registered firm that serves individuals, trusts, retirement plans, and businesses, offering discretionary wealth management, retirement plan consulting, and standalone financial planning. The firm employs diversified portfolio strategies and maintains discretionary client relationships with ongoing monitoring and reviews.
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