Jeremy Bohne
MBA
Paceline Wealth Management
Financial Advisor & Founder
Jeremy Bohne
MBA
Paceline Wealth Management
Financial Advisor & Founder
Concierge-level service begins with understanding the financial situation of each client, and is delivered with professional-grade resources and investment skill. - Jeremy Bohne, MBA
Fee-Only financial planner located in Boston, MA, serving clients locally and across the country

Jeremy Bohne is a Boston, MA fee-only financial advisor serving clients locally and on a remote basis. Paceline Wealth Management provides comprehensive financial planning, retirement planning, and portfolio management to help tech executives, biotech and pharma executives, and physicians grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paceline does not accept sales commussions and does not sell financial products.
Jeremy Bohne is the Principal and Founder of Paceline Wealth Management. This firm was founded on the principle that people preparing to achieve life goals need fair and objective investment advice from someone with direct experience as a professional investor, and a demonstrated commitment to upholding ethical standards.
Jeremy has broad-based experience in the financial services sector encompassing investment management, management consulting, and insurance. Prior to founding Paceline Wealth Management, Jeremy was Vice President of Global Corporate Credit at Brookfield Asset Management and an Associate Director at Sun Life Investment Management where he was responsible for making investment decisions for portfolios with up to $4 billion in assets under management.
His experience as an investment analyst spans several asset classes, including corporate bonds, high yield bonds, and municipal bonds. In this capacity, he has had responsibility for coverage of numerous sectors, including financial institutions, oil and gas, metals and mining, chemicals, healthcare, and gaming and lodging.
Jeremy has also developed strong knowledge of consumer financial products having worked in both the Property-Casualty and Life Insurance industries.
During college, Jeremy worked as a mediator and later as a manager of a consumer protection agency (Bentley Consumer Action Line) on behalf of the Massachusetts State Attorney General’s Office.
Jeremy earned a B.S. in Finance at Bentley University, and an MBA at Cornell University where he was a Roy H. Park Leadership Fellow.
Paceline Wealth Management helps technology executives, biotech and pharma executives, physicians, and those seeking financial planning services to achieve their financial goals or prepare for retirement. We specialize in managing clients’ investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation.
Jeremy Bohne is the Principal of Paceline Wealth Management, and prior to founding Paceline he worked as an institutional investor where he was responsible for managing investment portfolios on behalf of mutual funds and insurance companies. Additionally, he has broad-based experience in the financial services sector including Property-Casualty Insurance, Life Insurance, and Management Consulting.
For more information, please visit www.pacelinewealth.com or Contact Us. Paceline Wealth Management, LLC is a registered investment advisor located in the Commonwealth of Massachusetts. Please view our important disclosures at: www.pacelinewealth.com/disclosure
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Employer Stock Options (ISO, NSO), Restricted Stock, and RSU - IPO, M&A, and Job Offer Negotiation
- College Education Planning
- Homebuying
Ideal Clients
- Tech Professionals
- Biotech and Pharma Professionals
- Physicians and Healthcare Professionals
- Retirees and Near Retirees
Working Together
- Serving clients in the Boston area, and throughout the US on a remote basis
- Virtual Meetings
- In-Person Meetings
- Clearly Defined Fees
- No Product Sales, No Commissions
Professional Designations & Affiliations
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Jeremy Bohne is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jeremy Bohne is Quoted in Financial Planning: "Americans are postponing their lives due to economic uncertainty"
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Jeremy Bohne is Quoted in ThinkAdvisor: "Some Investors Ditch Stocks as Interest Rates Boom: Survey"
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Jeremy Bohne is Quoted in US News and World Report: "7 Space Stocks and ETFs to Watch"
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Jeremy Bohne is Quoted on The Penny Hoarder: "Cash Is King Again: High Interest Rates Make Safe Investments More Attractive"
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Jeremy Bohne is Quoted in ThinkAdvisor: "11 Tips for Helping Clients Worried About Their Cash: Advisors’ Advice"
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Jeremy Bohne is Quoted on Bloomberg: "Top Tax Mistakes to Avoid If You Make More Than $100,000"
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Jeremy Bohne is Quoted in Employee Benefit News: "Almost half of Americans cash out their 401(k)s when changing jobs"
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Jeremy Bohne is Quoted in US News and World Report: "6 Low-Risk Investments With Steady Returns for Retirees"
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Jeremy Bohne is Quoted in ThinkAdvisor: "9 Strategies for Clients Stuck in Student-Debt Limbo: Advisors’ Advice"
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Jeremy Bohne is Quoted in Financial Planning Magazine: "'No escaping this story': How to advise investors through the SVB fallout"
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Jeremy Bohne is Quoted in ThinkAdvisor: "Couples' 14 Biggest Financial Fights and How to Resolve Them: Advisors' Advice"
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Jeremy Bohne is Quoted in Financial Planning Magazine: "Ask an advisor: Do wealth managers still need real offices?"
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Jeremy Bohne is Quoted in Forbes: "How The Politics Around ESG Investing Can Mess With Your Retirement Savings"
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Jeremy Bohne is Quoted on Money: "Parents Are Buying Homes in College Towns to Avoid Pricey Dorms (and Earn Rental Income)"
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Jeremy Bohne is Quoted on GoBankingRates.com: "How To Pick Where You Live Based on Your Budget"
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Jeremy Bohne is Quoted on SavingAdvice.com: "You may get more takehome pay next year thanks to inflation"
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Jeremy Bohne is Quoted in Financial Planning: "Ask an advisor: Does my client need a financial planner or a marriage counselor?"
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Jeremy Bohne is Quoted on Reviewed: "HOW TO PREPARE FINANCIALLY FOR ENERGY COSTS THIS WINTER."
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Jeremy Bohne is Quoted in ThinkAdvisor: "6 Unexpected Questions Clients Asked This Year: Advisors' Advice"
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Jeremy Bohne is Quoted in Investor's Business Daily: "Advisors Aim To Write More Clearly"
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Jeremy Bohne is Quoted in InvestmentNews: "Advisers anticipate retirement-planning flexibility SECURE 2.0 offers"
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Jeremy Bohne is Quoted in ThinkAdvisor: "No Client Exodus From Crypto After FTX Collapse, Advisors Say"
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Jeremy Bohne is Featured on Go Solo: "Financial Life Stages - Paceline Wealth Management"
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Jeremy Bohne is Quoted on BuzzFeed: "She Bought Her House As The Market Peaked. Now She Regrets It."
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Jeremy Bohne is Quoted in ThinkAdvisor: "How Biden’s Student Debt Plan Affects Advisors’ Clients"
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Jeremy Bohne is Quoted in ThinkAdvisor: "How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice"
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Jeremy Bohne is Quoted in Financial Planning Magazine: "Rise in thematic ETFs comes with high fees, more risk, study says"
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Jeremy Bohne is Quoted in InvestmentNews: "Advisers cautiously upbeat about crypto 401(k) investing with Fidelity imprimatur"
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Jeremy Bohne is Quoted on BankRate.com: "Online Bill Pay: What is it and why it’s a good idea"
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Jeremy Bohne is Quoted in MarketWatch: "‘Rebalancing during this pullback is a great idea’: Ask your financial adviser these 6 questions before reacting to stock-market volatility"
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Jeremy Bohne Contributes to CNBC's MBA Faceoff Blog: “A lesson in behavioral finance”
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Jeremy Bohne is Quoted on Yahoo Finance: "How much should you be investing? Here’s what experts have to say"
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Jeremy Bohne is Quoted in US News and World Report: "Is the 60/40 Portfolio Dead?"
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Jeremy Bohne is Quoted in International Business Times: "Wall Street Ends Another Week In The Red, Is The Worst Over?"
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Jeremy Bohne is Quoted on TheStreet.com: "Mortgage Rates at 7% Make Buying a New Home a Risk"
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Jeremy Bohne is Quoted in ThinkAdvisor: "Are Money Markets and CDs a Good Investment Now? Advisors’ Advice"
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Jeremy Bohne is Quoted in ThinkAdvisor: "How to Help Parents When College and Retirement Collide: Advisors' Advice"
Contact Jeremy Bohne
Office Locations:
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50 Milk Street
16th Floor
Boston, MA 02110