Updated November 20, 2023
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PAX Financial Group

Investment Advisor Firm
Total assets under management$495M
Years in business17+

About PAX Financial Group

The PAX Financial Group is a financial advisory company in San Antonio, Texas. With over 100 years of combined experience, the company is dedicated to helping individuals and families achieve their financial goals and live the life they desire. The PAX Financial Group goes beyond traditional financial advising, offering a holistic approach that considers all aspects of a client's life.

The company prides itself on being locally owned and independent, allowing its advisors to focus solely on the needs of their clients. They provide comprehensive services including holistic financial assessments, investment management, and insurance solutions, all in one place.

The PAX Financial Group has established partnerships with renowned organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. Additionally, they are part of the Forbes Finance Council, a prestigious group that gathers leaders from various industries to significantly impact the business world.

At the PAX Financial Group, wealth means more than just numbers on a financial statement. The company operates as fiduciaries who uphold Judeo-Christian values while assisting high-net-worth individuals and families in pursuing true wealth. This includes defining what financial freedom means to each client, pursuing desired lifestyles, and building legacies for future generations.

The services provided by the PAX Financial Group are tailored specifically for successful individuals, families, and business owners who require assistance planning and managing their wealth. The company specializes in serving clients with unique needs and complexities who benefit from proactive financial management. They offer sophisticated wealth solutions designed for affluent individuals.

To ensure exceptional service delivery, the PAX Financial Group has assembled a team of advisors dedicated to investing in clients' lives. The team comprises Certified Financial Planner™ (CFP) professionals, Accredited Investment Fiduciaries® (AIFs), and insurance professionals with the expertise to address each client's unique needs. With a focus on holistic financial planning and a commitment to providing valuable resources, the company strives to positively impact its clients' lives and the community as a whole.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management

More about PAX Financial Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28416410

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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