From K-1 income and partner buy-ins to multi-state tax exposure, firm ownership, and irregular cash flow, attorneys often need advice that goes beyond the standard advisory playbook.
Pace works exclusively with attorneys, including partners, firm owners, and senior associates.
We are independent, fee-only fiduciaries with a planning-first approach.

Adam founded Pace Wealth Partners because attorneys deserve an advisor built around the way they earn, invest, and build wealth. The firm exists to bring structure, strategy, and clarity to financial lives that are often complex, scattered, or time-consuming.
Adam brings nearly a decade of experience serving high-income and high-net-worth professionals. He is a Certified Financial Planner™, Tax Planning Certified Professional®, and Enrolled Agent authorized to practice before the IRS. His deep tax planning expertise helps attorneys reduce one of their largest lifetime expenses: taxes.
Outside of the office, Adam enjoys working out, exploring new restaurants with his wife, and trying to keep up with their 7-year-old twins.
The discovery call is a focused conversation, no pitch, no commitment. Just clarity on whether we can help.
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