A complete list of active advisors currently associated with Paces Ferry Wealth Advisors, LLC

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

Paces Ferry Wealth Advisors provides wealth management, financial planning, retirement plan consulting, and investment advisory services to individuals, high-net-worth clients, trusts, estates and institutional plan sponsors. The firm also offers related services described in its brochure, including acting as a reporting agent for certain private funds and coordinating class-action recovery opportunities through a third-party platform. Paces Ferry offers both discretionary and non-discretionary portfolio management and tailors allocations using a mix of passive and active approaches informed by fundamental, technical, charting and relative-strength analysis. Its stated toolset includes tactical asset allocation, trend-following, options strategies and alternative investments, and the firm notes it will use borrowing or margin within certain separately managed account strategies as part of customized implementations. Several features in the brochure distinguish Paces Ferry from many peers: it publicizes third‑party ratings, maintains an active service arrangement with 11th Estate to identify and file securities class‑action claims (while disclosing it receives no compensation from 11th Estate), and serves as a reporting agent for private funds. The brochure also discloses referral and platform relationships with venture fund manager Antler and the DPL insurance platform, reflecting a broader set of service and referral arrangements than is typical for many team advisory firms.

To learn more about the advisors currently working at Paces Ferry Wealth Advisors, 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.