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Because your retirement is more than just investments.

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Meet the PAX Team

To best serve you, we’ve assembled a team of experts passionate about investing in your life.

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We help you face your financial future with confidence.

Full-Service Holistic Advice
Financial assessments, Retirement Planning, investment management, insurance and practical advice, all in one place, so you’re fully prepared for the future.
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Unique Team-Based Approach
Your future is too important to risk to one opinion, so all investments are handled by a carefully-designed committee.
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Simple, All-Inclusive Fees
Straightforward, easy-to-understand pricing without all of the extra fees.
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Ready to have a real conversation
about your future?

Schedule a free, no-strings-attached retirement checkup today.
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Retirement planning
for the real world.

There’s plenty of planning options for the 1%, but what about for the rest of us? And who wants to retire? We prefer that you pivot to the next chapter, where your time is yours and you can fill it with the people and the places you love.

Our PIVOT Retirement Planning™ system will help you prepare for that next, fruitful chapter of your life. It’s about far more than just your investments…it’s about investing in your life.

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Read our New Book:

If you’re a grandparent, you may wonder how you can help your grandchildren learn good money habits. Our guide shows you how to give your grandkids a leg up in life without ruffling feathers.
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Keep updated on how the latest financial trends impact you

Read our pax blog
During your working years, many people stay so busy making money, building their careers and…
For many retirees, completely leaving their profession behind when they PIVOT away from the full-time…
Retirement can be an exciting time of transition and reflection, but it is also a…

Ready to have a real conversation
about securing your future?

Schedule a free, no-strings-attached retirement checkup today.
Talk with us 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
Asheville NC Office:
Address:
28 Schenck Parkway Building 2B, Suite 200
Asheville, North Carolina 28803
Phone:
(828)333-5112
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.