A complete list of active advisors currently associated with West Paces Advisors, Inc.

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

West Paces Advisors provides discretionary investment management, wealth advisory and retirement-plan consulting to high‑net‑worth individuals and families as well as institutional clients such as endowments, foundations and pension/profit‑sharing plans. The firm’s Form ADV reports roughly $996.5 million in discretionary assets under management, additional non‑discretionary assets, and about $137.5 million overseen through its Trusted Advisor oversight services, with a typical account minimum around $3 million. The firm builds a customized “Investment Program” for each client and generally implements it on a discretionary basis, using index, engineered or active strategies and engaging third‑party managers or model portfolios where appropriate. Portfolios are managed with a long‑term orientation but may include opportunistic shorter‑term trades and, for qualified investors, allocations to non‑traditional investments or private placements. Noteworthy distinctions include the firm’s documented use of borrowing within separately managed accounts, a practice that is relatively uncommon among similar team firms, and its explicit offering of ERISA fiduciary services—potentially including 3(38) discretionary retirement plan management. The firm also operates with a compact advisory team relative to its near‑billion‑dollar discretionary footprint and provides formal financial oversight for externally managed portfolios.

To learn more about the advisors currently working at West Paces Advisors, Inc., 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.