Paces Ferry Wealth Advisors

Paces Ferry Wealth Advisors

Paces Ferry Wealth Advisors was established in 2019 by Zachary Morris, CFP®, who previously shaped a training-and-mentorship program for associates at J.P. Morgan Securities and served as a partner in The Diamond Morris Group. The firm operates as an independent registered investment adviser headquartered in Atlanta's Vinings corridor, structured to provide fiduciary financial planning, portfolio management, and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm's investment posture spans venture capital exposures — its only publicly tagged strategy — alongside the retirement-planning, education-planning, insurance-planning, and legacy-planning mandates that anchor its wealth-management practice. Paces Ferry's advisory team holds a dense stack of professional designations including CFP®, CIMA®, ChFC®, CLU®, and CWS®, signaling a planning-first rather than product-first orientation. The firm's website and public record do not disclose named portfolio companies, specific venture-stage preferences, or co-investor relationships. Geographic focus defaults to the Southeastern U.S., with all advisors based at the single Atlanta office. Paces Ferry added four advisors between early 2024 and December 2025: Beth Conklin, Jack Metzger, Ben Laufer, Ashton Walters, and Josh Weidie — the latter recruited from one of Atlanta's largest independent advisory firms. Director of Operations Keith McMurry joined earlier to professionalize technology integrations and operational systems. The firm discloses no adjacent philanthropic foundations, real-asset arms, or club-deal networks, though individual advisors support Atlanta-area charitable organizations such as the Alzheimer's Association Georgia Chapter, The Shepherd Center, and multiple food-security efforts. December 2025: Josh Weidie, CFP®, CWS®, joined the firm as a Wealth Advisor, bringing more than a decade of experience from an independent advisory platform (per the firm, December 2025). Paces Ferry's structural distinction comes from a deliberately lean, high-credential architecture paired with venture-capital allocation largely invisible in the marketing footprint — the strategy tag appears only in external records, not on the website — which suggests accredited-investor clients receive private-market access through pathways the firm does not publicly merchandise to its core retirement-planning audience.