Pace Wealth Advisors is a financial planner in Puyallup, Washington, serving individuals and families with personalized retirement and wealth planning solutions. The firm specializes in tax-efficient retirement planning, financial safety, income strategies, wealth preservation, and legacy planning, including IRA rollovers, annuities, and estate guidance. Clients benefit from a structured three-step process, Discover, Evaluate, and Plan, designed to align financial strategies with personal goals. With a 5.00 rating and a strong reputation based on client reviews, the firm emphasizes long-term financial health through a holistic approach that prioritizes the client’s well-being and life goals.
The firm’s founder, Jacob E. Hall, brings over two decades of experience in financial services, beginning as a mortgage originator in 2003 and later establishing Hall Consulting during the 2008 financial crisis. Inspired by a desire to help clients achieve lasting financial security, he founded Pace Wealth Advisors with a mission to help clients retire at their own pace. Jacob holds a master’s degree in ministry leadership and is licensed in life and health insurance, as well as having passed key securities exams. The team at Pace Wealth Advisors is dedicated to guiding clients through comprehensive financial planning with a focus on health, faith, and finance, offering services that include wealth management, asset protection, long-term care planning, and charitable giving.
Located at 629 2nd St SE Ste A in Puyallup, the firm sits just a short distance from City of Puyallup City Hall, the Veteran's Memorial, and the public artworks Unconditional and Eroded Sphere, all within a quarter-mile radius. It is also situated near the intersection of 2nd Street Southeast and South Meridian, a major thoroughfare in the city’s central district.
Pace Wealth Advisors is recognized for its client-centered approach, integrity, and commitment to sustainable financial planning. The firm stands out in the Puyallup area for its personalized service, deep community roots, and focus on long-term outcomes that reflect the values and aspirations of its clients. With a reputation built on trust and results, Pace Wealth Advisors remains a trusted partner in financial independence for residents throughout Washington.