experience

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 — not product sales pitches disguised as financial planning. 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 executives and business owners through financially significant company exits, and developing personalized financial and retirement income strategies for all clients.

Paceline brings uncommon expertise in equity compensation — a critical and often overlooked aspect of total compensation for executives.

We help clients evaluate and negotiate job offers with employer stock, with one goal: to ensure meaningful financial upside is identified upfront. Too often, equity grants appear valuable but are structured in ways that limit real potential — or are tied to companies with little likelihood of a successful exit.

Once equity is granted, we guide clients through tax-efficient strategies for exercising stock options and liquidating employer stock, help them understand what happens to their stock upon a job change — voluntary or not — and, when a company is acquired or goes public, ensure they receive every single dollar they’ve earned and not a dollar less. From accelerated vesting conditions to multiple grant types and share classes, we help clients understand, calculate, and protect their hard-earned payouts.

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.

All 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 executive compensation, 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 is actively involved in the Medfield, MA community, where he lives with his family, and 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.

As a thought leader in personal finance topics, Jeremy is frequently quoted in the press, including:

GoBankingRates: 6 Money Secrets of Wealthy Baby Boomers

Bloomberg: Top Tax Mistakes to Avoid If You Make More Than $100,000

US News & World Report: What to Know About the Instacart IPO

GoBankingRates: Want To Retire Early? These Are the 3 Magic Numbers — None of Them Are $1 Million

Financial Planning: Ask an advisor: How should I invest if interest rates come down?

GoBankingRates: Nearly Half of 401(k) Investors Don’t Know What They’re Invested In — Why That’s Both Bad and Good

Yahoo! Finance: Social Security Cuts Are on the Table: 5 Expenses Retirees Spend the Most Money On

Yahoo! Finance: Experts Reveal the Smartest Moves Retirees Can Make With Their Money

Financial Planning: When is real estate an investment?

The Penny Hoarder: Cash Is King Again: High Interest Rates Make Safe Investments More Attractive

BankingDive: Connecticut fintech launches small business credit card