About Pace Financial Advisors
<p>With two offices in Hillsboro on the west side of the Portland metro area, Pace Financial Advisors, Inc. works with individuals and families on investment and retirement planning.</p> <p>The firm is a registered investment advisor (RIA) registered with the SEC under CRD #318359. As of 2026, it manages about $0.3B in assets under management.</p> <p>Pace Financial Advisors handles financial planning and wealth management, including retirement planning, estate planning strategies, investment strategies, and insurance services. It also offers 3(21) fiduciary support for retirement plans, working alongside plan sponsors who want an advisor role without full discretionary management.</p> <p>What sets the firm apart is its mix of personal planning work and plan-level 3(21) services under one RIA, which can help align workplace plan decisions with an owner’s broader financial picture.</p> <ul> <li>Registered investment advisor (SEC), CRD #318359</li> <li>Offices: Hillsboro, Oregon (two locations)</li> <li>Services: 3(21) fiduciary support, financial planning, wealth management</li> <li>Retirement and estate planning strategies, investment and insurance services</li> <li>Listed in the <a href="/plan-advisors">plan advisors</a> category</li> </ul>
Website: https://pace-fa.com/
Office Locations
- Hillsboro, OR (Headquarters)
- Hillsboro, OR
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $284.0M
Team Members
- Jeremiah Eischen, Financial Advisor
- Grant Lawton, Advisor
- Dylan Bastress, Financial Advisor
- Brad Mellinger, Financial Advisor
- NATHAN BAUER, Financial Advisor
- Christopher Mettee, Financial Advisor
- Erik Dante, Financial Advisor
- DEBBIE TAGGART, Advisor Assistant
- Jeffrey Eischen, Financial Advisor and founder
- Zachary Moore, Financial Advisor