Life can get complicated….

Learn more about pax

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.
WHY PEOPLE CHOOSE PAX

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

Schedule a 15-minute Call Now
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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 TO RETIRE DURING A VOLATILE MARKET

Read the seven steps to help you stay on track

Ready to have a real conversation
about securing your future?

Schedule a free, no-strings-attached retirement checkup today.