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Life can get complicated….

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Ready to have an honest conversation about the health of your wealth?

Getting started is as easy as 1-2-3!
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STEP 1:

Connect with us to speak with an advisor

STEP 1:

Connect With Us to Speak with an Advisor

We are excited to speak with you. Don’t hesitate to reach out.
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STEP 2:

Meet with a Financial Expert

STEP 2:

Meet with a Financial Expert

We want to focus on what you care about. We have a discovery process to genuinely understand what drives you. Clarity on your goals and resources is the first step in living the life you want.
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STEP 3:

Create a Personalized Plan

STEP 3:

Create a Personalized Plan

Identifying trade-offs you are willing to make allows us to create a personalize plan that reflects your values and the necessary steps to reach your financial goals.
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WHY PEOPLE CHOOSE PAX

With PAX Financial Group, you get full-service advice from fiduciary advisors who are passionate about investing in your life.

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We help you prepare for any twists or turns that life brings.

Managing your money can be a complex process. If you’re like most people, you’re very busy so dealing with financial issues can be a challenge.

We develop a custom financial roadmap that we’ll help you manage to ensure you’re staying on track to meet your life goals.

LEARN MORE ABOUT OUR PROCESS
How retirement ready are you
HOW TO RETIRE DURING A VOLATILE MARKET

Read the seven steps to help you stay on track

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Keep updated on how the latest financial trends impact you

Read our pax blog

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Target Date Fund Vs. Custom Planning: What are They and Which is Better for You?

Ready to have a real conversation
about securing your future?

Schedule a free, no-strings-attached retirement checkup today.
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ABOUT PAX FINANCIAL GROUP

With over 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping you live the life of your dreams. We’re more than just financial advisors, we’re life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment management and insurance all in one place, with simple, all-inclusive pricing.
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Contact Info

San Antonio Office:
Address:
270 N Loop 1604 E, Ste. 200
San Antonio, TX 78232
Phone:
(210) 881-5700
Fax:
(210) 881-5698
New braunfels office:
Address:
290 South Castell Ave, Ste. 300
New Braunfels, TX 78130
Phone:
(210) 881-5700
Fax:
(210) 881-5698
This site is published for residents of the United States only.  Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact PAX Financial Group at 210-881-5700.
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