Empower your future with proactive financial planning. At PAX Financial Group, we believe that a well-crafted financial plan is the foundation of financial success. Learn how our personalized planning services can help you achieve your goals, manage risks, and secure a prosperous future. Start your planning journey today and take control of tomorrow. https://lnkd.in/g9_66JMS #FinancialPlanning #SecureYourFuture #PAXFinancial
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
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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
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Primary
270 N Loop 1604 E
200
San Antonio, TX 78232, US
Employees at PAX Financial Group, LLC
Updates
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In our latest episode of Retire in Texas, Advice Research Manager and Partner at PAX Financial Group, Bryan Wing, discusses one of the biggest challenges we tackle at PAX Financial Group: understanding the "why" behind every client's decision. We're here to guide you toward discovering your "why" or helping you see it more clearly. Tune in to this episode to explore your possible "why" and gain insights into making more purposeful financial decisions. https://ow.ly/Yet050SYvk8 #RetireInTexas #PAXFinancialGroup #PAX #DarrylLyons #SanAntonio #Texas #FinancialPlanning #FindYourWhy #LatestEpisode
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Retirement is a new beginning, not just an end to working. With PAX Financial Group, embark on this exciting phase with a solid plan tailored to your lifestyle and financial goals. Our expert team is here to guide you through every decision, big and small, from investment choices to estate planning, so your retirement years are as fulfilling as you've envisioned. Let's build your perfect retirement plan together. #NewBeginnings #RetirementReady #FinancialGoals
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At PAX Financial Group, located in beautiful San Antonio, our advisors are committed to your financial success. Learn about our mission, values, and the personalized approach that makes us a trusted partner in achieving your financial goals. Click here for more information: https://lnkd.in/gB3JWm9M #MeetTheTeam #FinancialSuccess #PAXFinancial
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We're thrilled to have Bryan Wing, PAX Financial Group's Advice Research Manager and Partner, join us on the latest episode of the Retire in Texas. As PAX Financial Group has grown over the years, so have the incredible individuals within our company. We've had to evolve as leaders, hone new abilities, and deepen our knowledge to keep pace with the company’s ongoing growth. At PAX, we believe that continuous learning and development are crucial for every team member. As our company expands, so must our expertise and commitment to excellence. Tune in to hear Bryan's insights on leadership and growth at the link below. https://ow.ly/AHEj50SYv5U #RetireInTexas #PAXFinancialGroup #PAX #DarrylLyons #SanAntonio #Texas #SATX #Leadership #Growth #Podcast
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Is your investment portfolio aligned with your financial goals? Discover when and how to make essential adjustments with our latest blog article. Learn the strategies to keep your investments on track, whether you're adapting to market changes, shifting life goals, or seeking better performance. Stay proactive with your financial planning—click to read more! https://lnkd.in/gnNRbywz #InvestmentStrategy #PortfolioManagement #FinancialPlanning
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Planning for retirement isn't just about setting aside money; it's about crafting a vision for your future. At PAX Financial Group, we understand that each retirement dream is unique. Our advisors are dedicated to helping you design a retirement plan that reflects your personal goals and passions, ensuring you can enjoy your later years with the comfort and security you deserve. Start your planning today and step confidently into tomorrow. #RetirementPlanning #FutureGoals #FinancialPeace
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On this episode of Retire in Texas Darryl Lyons, PAX Financial Group’s CEO and co-founder, talks about his 4-bucket strategy for a successful pivot plan. One key takeaway: create a budget to understand your monthly financial needs and distinguish between necessities and wants. Pivot planning is all about preparation and being mindful of your spending now so that you will have a larger payoff in the future. Don’t miss the latest episode so that you can learn more about securing your future financial potential. https://lnkd.in/g6fTbaEJ #PAX #PaxFinancialGroup #RetireInTexas #DarrylLyons #SanAntonio #Texas #PivotPlan #Budgeting #PrepareForYourFuture #FinancialGoals
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Planning today for a prosperous tomorrow. At PAX Financial Group, we understand that a detailed financial plan is crucial for managing your wealth effectively. Let us help you create a strategy that aligns with your long-term goals, ensuring stability and growth for you and your family. #FinancialPlanning #WealthManagement #LongTermGoals
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Tax-free weekend kicked off in Texas this past weekend allowing for many families to save big on back-to-school essentials!✏️🎒🏫 Our CEO and co-founder, Darryl Lyons, was on News4SA sharing tips for maximizing savings on clothing, footwear, and school supplies. He revealed how shoppers could save an average of 8.2% by shopping smart during this tax-free weekend. Check out the full news story: https://lnkd.in/gdtc_6JF #PAXFinancialGroup #SanAntonio #SanAntonioTexas #News4SA #BacktoSchool #BackToSchoolShopping #SmartShopping #SATX