A complete list of active advisors currently associated with Paceline Wealth Management, LLC

Warmer can help you find a great advisor at Paceline Wealth Management, LLC or one who fits your needs even better.

Paceline Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individual and high‑net‑worth clients, including comprehensive financial planning and retirement‑account guidance. The firm advises on rollovers and distributions from ERISA plans and may accept direction to access and manage held‑away participant accounts through third‑party platforms. The firm’s investment approach is primarily long‑term, constructing portfolios that typically use mutual funds, index funds, ETFs and occasional individual securities, and it applies fund, fundamental and cyclical analysis in selection and monitoring. Paceline acts as a fiduciary, rebalances portfolios periodically, and may buy or sell positions held for less than a year when driven by client objectives, tax reasons or market conditions. Compared with many independent advisors, Paceline provides participant account management and what it describes as pension‑consulting style services through third‑party aggregation platforms — a capability that is relatively uncommon for firms in its peer group. The firm manages about $18.9 million for a small client base and participates on an institutional custodian platform (including an institutional relationship with Schwab) while absorbing certain platform costs to service held‑away assets.

To learn more about the advisors currently working at Paceline Wealth Management, LLC, 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.