San Antonio, are you ready to take control of your financial future? PAX Financial Group is here in your community, providing expert financial advice tailored to your needs. From wealth management to retirement planning, our team is dedicated to helping you achieve your financial goals. Let’s build a prosperous future together. #SanAntonioFinance #PAXFinancial #InvestInYourFuture
About us
With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place. We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world. We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.
- Website
-
http://www.paxfinancialgroup.com
External link for PAX Financial Group, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Antonio, TX
- Type
- Privately Held
- Founded
- 2007
Locations
-
Primary
270 N Loop 1604 E
200
San Antonio, TX 78232, US
Employees at PAX Financial Group, LLC
Updates
-
In the latest episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, challenges us to take a step back and reflect on our direction in life. With all the noise and distractions around us, it’s easy to lose sight of where we’re going—whether in our careers, businesses, or personal lives. At PAX Financial Group, we are committed to helping you find clarity. As fiduciaries guided by Judeo-Christian values, we believe that the best way to define our future and success is by looking up to a higher source of truth. Listen to the full episode for thoughtful guidance on how to navigate your path with purpose and faith: https://ow.ly/OjnG50Ta0Pp #PAXFinancialGroup #PAX #DarrylLyons #RetireinTexas #JudeoChristianValues #ChristianWorldview #LifePurpose #SanAntonioTX #SATX #Podcast #PodcastEpisode
-
Are you on track for the retirement you've always imagined? At PAX Financial Group, we help bring clarity to your retirement planning, combining strategic financial management with personalized advice. Whether you're just starting to save or nearing retirement, our comprehensive approach ensures that your golden years are secure and rewarding. Connect with us to optimize your retirement plan and invest in a future filled with possibilities. #RetirementGoals #FinancialSecurity #RetirementLife
-
-
At PAX Financial Group, we understand that planning an exit strategy from a business can present significant challenges. The first challenge is pulling owners back from the day-to-day operations. Many business owners are deeply involved in every aspect of their business. Reducing this involvement is vital because a business that heavily relies on its owner may struggle to transition smoothly to new leadership. The second major challenge is deciding who will take over the business. This decision involves several potential pathways: a key employee who has risen through the ranks, a family member interested in continuing the legacy, or an external buyer, such as a competitor or third party. Each option requires careful planning and consideration of the owner's long-term goals and the best interests of the business. That is why at PAX Financial Group, we help business owners PIVOT into a new chapter of life by crafting comprehensive exit strategies that consider not just financial goals but also the personal and emotional aspects of this significant life transition. To learn more about aligning your vision and securing the future of the business, visit https://lnkd.in/dYsHWy_G #PAXFinancialGroup #PAX #SanAntonio #SATX #FinancialServices #RetirementPlanning #ExitPlanning #BusinessOwners #SmallBusinessOwner #Pivot #NextChapter
-
-
From estate planning to investment management—PAX Financial Group provides the expertise high net worth individuals in San Antonio need to thrive. #EstatePlanning #InvestmentManagement #ComprehensivePlanning
-
-
Turn your financial dreams into reality with PAX Financial Group. Our financial advisors are dedicated to crafting strategies that not only meet, but hopefully exceed your financial goals. Whether you're aiming for early retirement, a dream home, or a legacy for your loved ones, we're here to guide you every step of the way. Partner with us and start building towards your brightest future today. #AchieveYourDreams #FinancialGoals #PAXFinancial
-
-
It's easy to feel overwhelmed by uncertainty in the economy. That is why at PAX Financial Group, we're here to help you navigate these challenging times with confidence and clarity. Our team of experienced advisors are dedicated to guiding you through the complexities of the market, allowing you to focus on what truly matters—your goals, your family, and your future. Learn more about how PAX Financial Group hopes to alleviate the burden for you during uncertain times by listening to the latest episode of Retire in Texas: https://ow.ly/pAlX50T3r5V #PAXFinancialGroup #RetireinTexas #DarrylLyons #SanAntonioTexas #SATX #Podcast #MarketVolatility #FinancialServices #WealthManagement
-
-
We're thrilled to announce that Jon FitzSimon, our 401k Coordinator, has obtained his Certified Exit Planning Advisor (CEPA®) credential! The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to enhance their ability to engage effectively with business owners, enabling value-added conversations around growth and exit planning. The comprehensive perspective offered by this designation helps to ensure that all aspects of a business owner's life are addressed, making it a valuable tool for planning both business exits and personal futures. Please join us in congratulating Jon on this significant achievement! The dedication and hard work spent on earning this credential showcases his commitment to providing business owners with top-tier advice and support! #PAXFinancialGroup #PAX #SanAntonio #SATX #FinancialServices #RetirementPlanning #ExitPlanning #BusinessOwners #SmallBusinessOwners #BusinessSuccess
-
-
At PAX Financial Group, we provide financial management services for high-net-worth individuals and families. Our customized strategies are designed to optimize wealth preservation and growth, ensuring your financial legacy thrives. Connect with us to see how our personalized approach can help secure and enhance your substantial assets. https://lnkd.in/g9_66JMS #HighNetWorth #WealthManagement #PAX
-
-
Whether you're just starting out, nearing retirement, or somewhere in between, we're here to provide tailored advice that fits your specific path. At PAX Financial Group, we recognize that everyone's financial journey is unique. Let's work together to create a financial plan that meets you where you are and takes you where you want to go. #YourFinancialPath #PAXFinancial #PersonalizedAdvice
-