Life can get Complicated….

As your wealth grows, you need a partner that are fiduciaries who honor Judeo-Christian values that can help you sort through real-life financial complexities so you can live the life you want.

Proudly Located In San Antonio, TX

Are you ready for your San Antonio, Texas, retirement?

Check out our very informative guide which highlights the top 14 questions you should ask yourself.

Ready to have an Real Conversation about the health of your wealth?

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

Step 1

Connect with us to
Speak with an Advisor

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

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.

Step 3

Create a
Personalized Plan

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.

Why People Choose Pax

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

"You think different when you think long term"

Client Testimonials*

*The opinions expressed by clients are not endorsed by Pax Financial Group and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Pax Financial Group is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided to any client. Pax Financial Group pays WealthTender for marketing services and to make accessible to the general public the testimonials posted to its website.

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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.

retirement questions to ask

Are you ready for your San Antonio, Texas, retirement?

Check out this very informative guide which highlights the top 14 questions you should ask yourself.

Keep updated on how the latest financial trends impact you

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From Principles to Practice: A Comprehensive Guide to BRI Financial Planning

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Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.