Bryan Wing

Bryan Wing believes financial planning is a long-term, generational decision that shapes families for years. As a seasoned advisor and the firm’s lead on investment research and strategy, he brings a unique combination of technical expertise and thoughtful guidance to every client interaction.

Since joining PAX Financial Group in 2010, Bryan has drawn on his background in education to empower clients through clarity and understanding. With a Master of Arts in Education from the University of the Incarnate Word and a Bachelor’s Degree from Rice University, he approaches each conversation with patience, perspective, and a passion for lifelong learning. His goal is not to make decisions for clients but to equip them with the knowledge to make well-informed choices.

Bryan also leads the firm’s investment oversight process, ensuring PAX’s strategies remain aligned with client goals and responsive to changing markets. He has helped refine the firm’s due diligence framework, improving internal decision-making and supporting firmwide investment consistency. Clients appreciate Bryan’s ability to distill complexity into calm, actionable guidance, particularly during transition or uncertainty.

At home, Bryan applies the same principles he shares with clients. As a husband and father, he is building financial awareness with his children and fostering values of intention, stewardship, and legacy. His calm and empathetic presence is grounded in real-life understanding. He knows that financial decisions carry emotional weight and long-term impact.

When he is not advising or researching market trends, Bryan recharges through movement and music. A lifelong guitarist and piano learner, he enjoys the challenge of mastering something new. Like finance, music reminds him that mastery is about consistency, curiosity, and heart. These are values he brings into every client relationship.