Because your retirement is more than just investments.

Learn more about pax Why work with pax

Meet the PAX Team

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

Learn more about pax

We help you face your financial future with confidence.

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

Ready to have a real conversation
about securing your future?

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

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, even better chapter of your life. It’s about far more than just your investments…it’s about investing in your life.

LEARN MORE

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.

Ready to have a real conversation
about securing your future?

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