On Your Side

Our Commitment To You

Sound advice

With PAX Financial Group, we realize you only have one shot at preparing for your future. We take that seriously and know you need to rely on us.  Here’s our commitment to you:

We provide retirement planning that works.  The concept of retirement is changing, and we’re all living longer, so effective planning is more important than ever.  PAX’s unique PIVOT Retirement Planning™ system goes the extra mile, different from what other firms provide, and helps guide your next chapter in life, financially and otherwise!

On your side.  Our interests are aligned with yours. There’s no incentive to give you anything but advice tailored to your needs.  We’re also fiduciaries, so we’re legally required to continue putting your interests first.  Of course, we wouldn’t have it any other way. 

Sound principles, not quick fixes.  There are no shortcuts to generating wealth, but there are principles that work if followed.  Since the day we opened over 10 years ago, we’ve consistently taught and applied the Dave Ramsey principles.  In addition, we have CERTIFIED FINANCIAL PLANNER® professionals on staff to ensure you get the experienced input you need for success. 

Simple fees.  We all start somewhere.  Instead of turning away those with smaller accounts, as long as you are committed to good money habits, we’re happy to partner with you. We’re a fee-based fiduciary. We are obligated to put our clients’ interests ahead of our own. Our fees are simple and straightforward, so you can focus on building for your future, instead of feeling like you’re being nickel-and-dimed.


Wondering if you’re on track for the future you want?

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