Website Disclosures

Legal Information


PAX Financial Group, LLC is a registered investment advisor. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services or qualifies for an exemption or exclusion from registration requirements. Please contact PAX Financial Group at (210) 881-5700 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.

Accordingly, the publication of PAX Financial Group’s website should not be construed by any client and/or interested investor as PAX’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PAX with a client or interested investor shall be conducted by a representative that is either registered or qualifies for an exemption and/or exclusion from registering in the state where the prospective investor resides.

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of PAX Financial Group. PAX does not endorse, approve, certify, receive compensation from or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an adviser. PAX Financial Group does not necessarily endorse or recommend any commercial product or service described at these websites.

Any reports and/or information you may receive are digital tools intended to review your current financial situation and/or risk tolerance generalization and suggest potential planning ideas and concepts that may be beneficial. The purpose of any reports is to illustrate how accepted financial and estate planning principles may improve your current situation. All reports are based upon information and assumptions provided by the client.  Reports provide broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular strategy. The consolidated reports are provided for informational purposes as a courtesy to you. All reports should be reviewed in conjunction with your custodial statement and any applicable disclosure information provided.

Reports may not reflect all holdings or transactions, their costs, or proceeds received by client. It may contain information on assets that are not held at the custodian or assets with whom your Advisor has no affiliation in providing investment advice. As such, those assets will not be included on the custodian’s or Advisor’s books and records. Prices that may be indicated in these reports are obtained from sources we consider reliable but are not guaranteed.

It is important to compare the information on these reports with the statements you receive from the custodian(s) for your account(s). Please note that there may be minor variations due to calculation methodologies. If you have any questions, please contact your Client Service team at PAX Financial Group.

The information contained in all reports are provided for guidance and informational purposes only and are not written or intended as financial, tax, or legal advice. The information provided herein may not be relied on for purposes of avoiding any federal tax penalties. You are encouraged to seek financial, tax and legal advice from your professional advisors prior to implementing any strategy. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review.

For information pertaining to the registration status of PAX Financial Group and/or its Advisor’s and to review a copy of PAX Financial Group’s current written disclosure statement discussing PAX’s business operations, services, and fees is available on the SEC’s investment adviser public information website  or from PAX Financial Group upon written request.

PAX Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PAX Financial Group, PAX’s website, or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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 for additional information. ​

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