Our Boston financial advisors provide expert investment advisory and wealth management services to clients of all types.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, and advisory services available.
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Paceline specializes in helping tech and biotech executives, physicians, and those seeking financial planning services in-person in Boston and on a remote basis by professionally managing investments and delivering financial advice. As a fee-only fiduciary, Paceline is required to place your interests first and does not accept sales commissions. Jeremy Bohne is the Founder of Paceline, with professional experience spanning comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.
Investment Management Retirement Planning Strategies Small Business Intergenerational Planning Socially Responsible Investing (ESG) Estate Planning Strategies Financial Strategies for LGBTQ Couples and Families
We are fiduciary advisors - we believe in doing what is best for you and preserving your trust. We are passionate about your well-being and financial health. We are a fee-only firm. We strive to foster a personal relationship with you to better meet your needs.
