We Can help You with

YOUR NEEDS (ANY OF THESE)

• Financial and retirement planning

• Investment management

• Employer stock options or RSUs

Why Choose Paceline?

Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.

Jeremy Bohne, the Founder of Paceline, is a Cornell MBA whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details.

FIDUCIARY 

We are required to act in the best interest of clients at all times.

INVESTMENT EXPERTISE 

With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack.

COMMISSION-FREE 

Our simple, transparent fee schedule makes it easy to understand what you’re receiving and what you’ll pay. No surprises.

We have been featured in:

Financial Planning Case Studies

Note: These case studies are hypothetical and should not be construed as a guarantee.

CASE STUDY 1
M&A Windfall 

Alice was the eighth employee to join her startup, and now that they’ve been acquired, she needs to turn her stock option windfall into a lasting victory.

CASE STUDY 2
TECH EXEC IN TRANSITION

Brad started his career in software sales and rose quickly. Since reaching the VP level, he has begun to attract attention and he is weighing his next career move.

CASE STUDY 3
Retirement on the horizon 

Dan and Lisa are planning for retirement and looking to balance retiring when they want, and accomplishing what they want in retirement.