A complete list of active advisors currently associated with Pacesetter Financial Group, L.L.C.

Warmer can help you find a great advisor at Pacesetter Financial Group, L.L.C. or one who fits your needs even better.

Pacesetter Financial Group advises individuals (including high‑net‑worth clients), trusts, business entities, tax‑exempt organizations, and company‑sponsored retirement plans. It provides discretionary and non‑discretionary portfolio management, limited financial planning, quarterly performance reporting, and 401(k) plan advisory services including plan design assistance and participant education. The firm applies Modern Portfolio Theory to construct diversified portfolios primarily implemented with disciplined mutual funds, notably using funds from Dimensional Fund Advisors as core holdings. Portfolios are monitored and periodically rebalanced to maintain target risk levels, and Pacesetter generally prefers fully discretionary authority while accommodating client‑directed arrangements when requested. Pacesetter is a sister company to a certified public accounting firm and shares staff and office resources with that affiliate, creating opportunities for integrated tax and accounting referrals while the firm discloses and manages the resulting conflicts of interest. It also maintains long‑standing relationships with recordkeepers used for its 401(k) clients and has written policies (including personal trading pre‑approval and reporting) to address potential conflicts between employee and client transactions.

To learn more about the advisors currently working at Pacesetter Financial Group, L.L.C., 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.