Who We Serve

who we serve at Pax Financial

At PAX Financial Group, we use our expertise and knowledge to serve people from all walks of life.

 Whether you have no investment experience or just a little, or if you are an affluent individual seeking to structure their estate and wealth management in a more sophisticated way, we can help.

We understand that every person’s situation is different – no two paths are exactly alike.

Whether you’re aiming for wealth efficiency, accumulation, or preservation in retirement planning, one of our experienced financial advisors can guide you in creating a plan tailored specifically to your objectives. 

At PAX, we understand that investing involves more than just money; it’s about building relationships and providing support. Our approach helps you make informed decisions every step of the way so you can create a lasting legacy for you and your family.

High-net-worth individuals and families

High-net-worth individuals and families

PAX Financial Group provides experienced financial advice and guidance for high-net-worth individuals and families, from growing and managing your wealth to retirement planning or tax preparation. We understand that intergenerational wealth transfers take careful consideration - so don't leave any steps of financial success behind.

Corporate Executives

Corporate Executives

As a busy executive, do you need assistance utilizing retirement savings options such as 401(k)s, IRAs, and deferred compensation? Don’t worry - PAX Financial has experienced professionals ready to serve as your financial quarterback. Our team will craft a plan to allow you to pursue your financial goals while we oversee the day-to-day management of your finances.

Business Owners

Business Owners

At PAX Financial, we get it. Busy entrepreneurs and business owners often need more time to manage their finances separately from the daily operations of their businesses- leading them to concentrate more than they should on a single asset. That's why we offer personalized wealth management services that remove the complexities so you can focus on pursuing your financial goals

Professionals (doctors, engineers, etc.)

Professionals (doctors, engineers, etc.)

Our financial planning services are designed to empower those who have already achieved success. We help high earners grow their wealth and plan for the future, allowing you to create an enduring legacy that will benefit generations—whether through family or favorite charities.

Women (widows, divorcees)

Women (widows, divorcees)

Life can be unpredictable, and it's natural to feel overwhelmed when faced with tough transitions. If you’ve recently gone through the loss of a spouse - whether due to death or divorce – our team is here for you. We provide personalized guidance throughout this challenging time, helping ensure your finances are secure as you move forward.

Client Testimonials*

*The opinions expressed by clients are not endorsed by Pax Financial Group and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Pax Financial Group is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided to any client. Pax Financial Group pays WealthTender for marketing services and to make accessible to the general public the testimonials posted to its website.

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