JEREMY BOHNE

Jeremy Bohne is a Financial Advisor and the Founder of Paceline Wealth Management. As a business owner himself, Jeremy understands the importance of receiving truly objective advice. Paceline operates exclusively in a fiduciary capacity, free from commissions or sales quotas. All client assets are held securely at qualified custodians such as Charles Schwab, providing both safety and transparency while ensuring that recommendations are driven solely by the client’s best interest.

Paceline specializes in two core areas: guiding business owners through financially significant company exits, and developing personalized financial and retirement income strategies.

As a Certified Exit Planning Advisor (CEPA), Jeremy helps business owners apply the Value Acceleration Methodology, developed by the Exit Planning Institute — a framework designed to grow enterprise value, align personal and business goals, and ensure the business is ready for whatever comes next.

Exit planning isn’t just for those looking to sell. It’s a smart business strategy for anyone who wants to increase income, reduce risk, and keep their options open. About half of all closely held businesses are sold involuntarily — due to the “5 D’s”: death, divorce, disagreement, disability, or distress. Jeremy helps owners stay ready, so that if an opportunity arises — or the unexpected happens — they can transition from the business on their own terms, at an attractive valuation.

Clients benefit from Paceline’s thoughtful, risk-conscious approach to retirement planning — built on Jeremy’s experience managing billion-dollar mutual fund and insurance company portfolios.

This institutional perspective brings a disciplined focus on asset allocation, risk management, and sustainable income strategies. The goal: to create a reliable, tax-efficient stream of retirement income that supports each client’s lifestyle and goals, year after year.

Jeremy shares his expertise through educational seminars on financial planning, and is regularly quoted as an expert in leading publications, including Bloomberg, Forbes, Fortune, USA Today, Yahoo Finance, Money Magazine, Financial Planning, and Wealth Management.

He holds a B.S. in Finance from Bentley University and an MBA in Finance from Cornell University, where he was a Roy H. Park Leadership Fellow, and is a two-time recipient of the Five Star Wealth Manager award. He enjoys biking, hiking, and spending quality time with loved ones. His commitment to building strong, lasting relationships in his community reflects the same dedication he brings to helping clients achieve their financial goals.

Jeremy Bohne is a Financial Advisor and the Founder of Paceline Wealth Management. As a business owner himself, Jeremy understands the importance of receiving truly objective advice. Paceline operates exclusively in a fiduciary capacity, free from commissions or sales quotas. All client assets are held securely at qualified custodians such as Charles Schwab, providing both safety and transparency while ensuring that recommendations are driven solely by the client’s best interest.

Paceline specializes in two core areas: guiding business owners through financially significant company exits, and developing personalized financial and retirement income strategies.

As a Certified Exit Planning Advisor (CEPA), Jeremy helps business owners apply the Value Acceleration Methodology, developed by the Exit Planning Institute — a framework designed to grow enterprise value, align personal and business goals, and ensure the business is ready for whatever comes next.

Exit planning isn’t just for those looking to sell. It’s a smart business strategy for anyone who wants to increase income, reduce risk, and keep their options open. About half of all closely held businesses are sold involuntarily — due to the “5 D’s”: death, divorce, disagreement, disability, or distress. Jeremy helps owners stay ready, so that if an opportunity arises — or the unexpected happens — they can transition from the business on their own terms, at an attractive valuation.

Clients benefit from Paceline’s thoughtful, risk-conscious approach to retirement planning — built on Jeremy’s experience managing billion-dollar mutual fund and insurance company portfolios.

This institutional perspective brings a disciplined focus on asset allocation, risk management, and sustainable income strategies. The goal: to create a reliable, tax-efficient stream of retirement income that supports each client’s lifestyle and goals, year after year.

Jeremy shares his expertise through educational seminars on financial planning, and is regularly quoted as an expert in leading publications, including Bloomberg, Forbes, Fortune, USA Today, Yahoo Finance, Money Magazine, Financial Planning, and Wealth Management.

He holds a B.S. in Finance from Bentley University and an MBA in Finance from Cornell University, where he was a Roy H. Park Leadership Fellow, and is a two-time recipient of the Five Star Wealth Manager award. He enjoys biking, hiking, and spending quality time with loved ones. His commitment to building strong, lasting relationships in his community reflects the same dedication he brings to helping clients achieve their financial goals.