A complete list of active advisors currently associated with RJ Pace Financial

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

The firm provides personalized discretionary portfolio management and offers hourly or fixed‑fee consultations for individual investors, including retirement accounts, taxable accounts and trusts for family members. It manages about $7.3 million in discretionary assets for a small roster of clients and focuses on implementing client-specific, plan‑based investment oversight. The firm’s investment approach is grounded in Modern Portfolio Theory, favoring a buy‑and‑rebalance, passive asset‑class strategy implemented with low‑turnover mutual funds and ETFs. It routinely uses no‑load institutional‑class mutual funds (including Dimensional Funds Advisors and Vanguard) and, when a client’s fixed‑income allocation justifies it, may construct laddered date‑certain bond portfolios instead of relying solely on bond funds. Compared with many peers, the adviser personally performs all account reviews and combines discretionary management with ad‑hoc coaching for clients who prefer a do‑it‑yourself supplement. The firm operates on a fee‑only basis (it does not accept commissions, loads, or annuity sales), invests side‑by‑side with clients, and maintains client assets at independent custodians while declining proxy‑voting authority.

To learn more about the advisors currently working at RJ Pace Financial, 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.