Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Pax Financial Group
PAX Financial Group
Rate this
Firm
San Antonio, TX
Serving Clients Nationwide
Fiduciaries who honor Judeo-Christian values
Primary Advisor Locations
PAX Financial Group
David Alvarez, CFP®
Ron Zunker
Additional Locations
📍 200 N Seguin Ave, Ste.5 New Braunfels, TX 78130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
About Us
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 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 10 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.
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.
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Couples
- Divorce
- Dual Income Family
- Educators
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Investors
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Parents
- Special Needs
- Veterans
- Widow
- Women’s Finance
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Jacob was great
✅ Wealthtender Certified Advisor Review™
December 23, 2024
Jacob was great! He was well prepared, updated us with notes from last year, and very helpful. We’re very happy with the service Pax provides.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Caring and knowledgeable
✅ Wealthtender Certified Advisor Review™
December 16, 2024
Been with PAX for 10 years. Have and will continue to recommended them to friends. Laura is the best! Always very professional and friendly. Has the heart of a teacher answering questions, making sure we understand every aspect, checking in on our goals and how we’re achieving them, and making sure we have all our “t”s crossed and “i”s dotted so our family is taken care of. Thanks, Laura and team!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Retired
✅ Wealthtender Certified Advisor Review™
December 16, 2024
We love the mix of investments that target Judeo Christian companies and funds. Our return on these investments has been very good
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
PAX Cares About My Goals!
✅ Wealthtender Certified Advisor Review™
November 27, 2024
I have been working with my advisor, Haley Wall, for almost two years now and she gives me so much peace about my goals and plans I have for my finances. I am thankful to have someone rooting for me and helping me set good plans!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Cannot imagine having anyone who cares more about our financial wellbeing than Laura Simpson.
✅ Wealthtender Certified Advisor Review™
November 27, 2024
From our initial meeting with her, my wife and I knew We could trust Laura’s judgement and expertise. And she has never failed us! If we have questions, she has an answer in one or two days! Our zoom meetings are detailed yet concise. She begins each session with prayer, asking the Lord’s guidance for all decisions.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Haley Wall
✅ Wealthtender Certified Advisor Review™
October 28, 2024
Haley Wall has done a great job taking very good care of me and my needs since taking Grover for Bryan Wing. I don’t have any worries and know I’m in great hands with PAX. Thank you for all you do to make life easier.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Love Pax Financial
✅ Wealthtender Certified Advisor Review™
October 28, 2024
To invest and know that God’s money is being utilized in moral companies was a top priority! Laura Simpson is our advisor and consultant and she is super nice and knowledgeable!!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Laura is the reason I can sleep at night
✅ Wealthtender Certified Advisor Review™
September 29, 2024
I have been with PAX for several years, beginning with Bryan Wing, who was always friendly, knowledgeable and trustworthy. I can say the same about my current advisor, Laura Simpson. Experiencing a sudden job displacement during Covid was disheartening, but Laura’s wise counsel allowed us to put a plan in place to where I could rest easier. Even though I am now back at work, honest discussions have continued and due to her suggestions, I will now retire earlier than expected. I’m grateful not only for her wisdom and integrity, but for her kind nature and caring spirit. How fortunate I am to have her in my corner.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Trustworthy, Professional, Knowledgeable - Exceptional Guidance
✅ Wealthtender Certified Advisor Review™
September 19, 2024
We have been with PAX for approximately 7 years, and we recommend them to everyone we know. We discovered them through our Dave Ramsey studies, and we were so impressed by their ability to comfortably counsel us with very important investment decisions. Charles Garcia is our advisor, and we feel like he cares deeply about our financial peace and comfortable lifestyle. He listens carefully, he jokes with us, he provides different perspectives, he challenges us – he realizes what makes us happy while also making sure we are making smart decisions. He explains options clearly – in a language everyone can understand. We look forward to our meetings, and we are always proud to report our progress to him – he has made the journey to retirement fun for us. Not many people can say that about their financial advisor! We highly recommend PAX – life changing!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Worth the investment
✅ Wealthtender Certified Advisor Review™
August 12, 2024
Working with PAX has been a breath of fresh air! We have worked with a financial planner for over 20 years. We recently moved from Merril Lynch. The service and “hands on” help has been amazing. I was nervous to move but now I see how our old FP was just getting us by. We are actually making steps from the encouragement/advise that our advisor, Laura, is providing us. We are now moving into the PIVOT planning program they offer since we are small business owners, and we are looking forward to what we learn from this process as well.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Always excellent
✅ Wealthtender Certified Advisor Review™
August 12, 2024
Joseph and his team are always so kind, knowledgeable and ethical. They are thorough and can answer any question I have AND I’ve made money thru the years! Isnt that the point??
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Trust PAX
✅ Wealthtender Certified Advisor Review™
August 12, 2024
I’m so grateful to PAX for their financial guidance. They take the worry out of investing
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Terrific long-term relationship
✅ Wealthtender Certified Advisor Review™
July 25, 2024
We’ve been with PAX about 10 years. Have had 3 advisors (one left for solo practice, one promoted to mgt) Greyson Hanna is relatively new, but an up and comer. Very personable, willing to do/research anything, not pushy at all. Pleased with returns and advice x 10 yrs!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Very good people providing excellant service
✅ Wealthtender Certified Advisor Review™
June 12, 2024
Have been a client with PAX for about ten years after trying several other investment advisors for several years. PAX has performed far better than other advisors with effective financial management. My portfolio has increased very well and continues to do so almost daily. Items in the portfolio are monitored and changed as necessary to remain positive. I have enjoyed the very friendly personal service provided by PAX from the very beginning.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Complete Confidence
✅ Wealthtender Certified Advisor Review™
June 11, 2024
We have been clients with PAX for decades. From my first meeting with Joseph I have had 100% confidence that every decision they made for us was in our best interests and would lead us to success. Sure enough we are retiring with a solid plan and know we are still in the best hands. Thank you Joseph and Cassidy for answering every question, explaining every detail and for making the process so easy. PAX is the best!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Makes us feel like family
✅ Wealthtender Certified Advisor Review™
May 24, 2024
We have been coming to PAX for over 25 years and each time we come they all make us feel like family. Moncia explains everything to us so that we understand what is happening with our profile and helps us with our next steps. Now that I have taken the leap to PIVOT I can finally enjoy life. I know that Monic and the PAX team will take care of us like family. Even though I did not have much for the PAX team to manage for the last 20 years they never made me feel like they didn’t care about us. They make you feel like family. They help you understand how your profile will grow based on your family needs. They truly care!!! I highly recommend using them for your financial needs. Monica, Becky and I can’t thank you enough for always taking good care of us.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
PAX Exceeds Expectations
✅ Wealthtender Certified Advisor Review™
May 20, 2024
About three or four years ago I became aware of the concept of Biblically Responsible Investing (BRI), which was a big paradigm shift in my investment approach. I had know Darryl Lyons, one of the founders of PAX, for quite some time and had always been impressed with his business acumen, along with his morals and values. As I decided to take the step to actively focus on BRI and solicit the assistance of a Financial Advisor (FA), PAX was my first choice in local firms to approach. After discussing our financial desires and needs with Darryl, he connected my wife and I with Roger Stukkie. Roger has been the consummate professional, alway adequately addressing our questions/needs, and going above and beyond to honor our non-typical requests – such as spending time reinforcing money principals to our four children (range from 5th-10th grade) with some of the basic concepts of money/investing (compounding interest, delayed gratification, etc.). My wife and I really appreciate having someone like Roger who understands our Christian values and desires, as well as his ability to create a relaxed environment to address financial concerns and sometimes differences in priorities that may surface. We feel like we are in fantastic hands with PAX! Big thanks to Roger, Darryl, and the whole PAX team!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Excellent service.
✅ Wealthtender Certified Advisor Review™
May 8, 2024
Joseph provides very useful advice. He never tries to sell me anything. When we have a meaning he is always well prepared. I really enjoy meeting with them.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
More than just an advisor
✅ Wealthtender Certified Advisor Review™
February 8, 2024
Monica takes the time to truly get to know her clients, their needs, and their goals. She clearly presents the best ways to reach financial goals but understands how life sometimes does not allow what looks great on paper to happen. She is very supportive and caring as well as very patient with our many questions.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Monica & Pax Care
✅ Wealthtender Certified Advisor Review™
September 16, 2023
Becky and I have been clients with Pax for over 20 years. They have always made us feel like family and not just a number. They help you understand what it means to save, and they take the time to know each couple or client. I feel that is so important these days. Monica has only been our advisor for a short period and right off she made us feel like family. She really cares about us and takes the time to make sure we understand how we will PIVOT. I will be retiring in April, and I am so happy that Monica and PAX will be on the journey with us. We are in good caring hands with Monica.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
High quality
✅ Wealthtender Certified Advisor Review™
September 7, 2023
I am a newer client to PAX and have been working with the excellent Haley and Kaylee team for the past few months. From the start, Haley has been stellar in connecting and explaining PAX services. Appreciate her transparency and building trust. Also continuously adding to my financial thinking. She is remarkably accommodating to individual style and kindly answers all questions on many topics. Both Haley and Kaylee are caring and patient listeners, very warm and positive. Quick in response and skillful in making things happen, I am grateful for their constant top level help with financial management and planning. Much respect and thanks!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Thank you Pax and Monica!
✅ Wealthtender Certified Advisor Review™
August 24, 2023
My husband and I have been clients of Pax for easily over ten years now. Recently we were assigned to Monica Cervantes as our Financial Advisor and had our annual meeting and review with her. Monica is knowledgeable, professional, friendly, down-to-earth and easy to talk to. I know the word fun does not typically go hand in hand with meetings with your Financial Advisor, but ours was and we came away from it with feelings of pride for all of our hard work, great hope for our future, and thankfulness to Monica for taking the time to meet with us and guide us on this next part of our financial journey. Thanks, Pax and Monica!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
The right stuff !
✅ Wealthtender Certified Advisor Review™
February 3, 2023
I engaged PAX Financial to handle my retirement funds over 20 years ago. As a result, despite the ups and downs of the market, in retirement and I have not had the burden of worrying about my finances being in good hands. It’s a great feeling to know that my hard earned savings are safe, protected, and in good hands. It’s a blessing to have this fiduciary relationship with PAX.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
PAX financial goes above and beyond to make sense of your finances.
✅ Wealthtender Certified Advisor Review™
January 26, 2023
I’ve always been someone who struggled with making sense of finances and anxiety around finances after being raised in a household that struggled to make ends meet. I decided that I should find a fidicuary last year, and I’m so happy that my journey led me to Monica Ricks at PAX. Monica has been incredibly patient with my endless questions and does a fantastic job of offering guidance in a way that actually makes sense to me, something that countless hours spent in seminars, reading books, and participating in online communities couldn’t accomplish. I finally feel in control and confident in my finances and my son’s future–something that I definitely couldn’t have accomplished without her expertise and empathy.
If you are considering working with a fidicuary, consider this as your sign to work with PAX Financial Group. I really can’t recommend and thank Monica enough for everything she’s done to help my family put our best foot forward. 🖤
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
A professional advisory firm committed to their values
✅ Wealthtender Certified Advisor Review™
January 23, 2023
We were looking for someone to review our holdings and find any missing links. We also wanted a firm that was committed and supportive of our view that we are stewards of the money God had gifted to us and our choice to live a debt free lifestyle. We have been working with Joseph Schuetze and his team for three years now and it has been an outstanding experience. Everyone we have interacted with at their firm has communicated the same message and values. The people their are professional, dedicated, and supportive. They introduced us to the idea of biblical responsible investing and after some research we committed to that idea. We look forward to working with PAX for many years to come.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Thank you David and Darryl
✅ Wealthtender Certified Advisor Review™
January 13, 2023
Over the last three decades, my husband and I have done seminars and Financial Peace University with Dave Ramsey. After seeing how his plan works, we were anxious to find a financial advisor that shared those principles and values. That’s when we met Darryl Lyons at PAX and later David Alvarez. We have been so grateful and blessed by these trusted advisors and are thankful for the advice and guidance that they have given us.
Both Darryl and David are very knowledgeable, have teachers’ hearts, are patient and kind as they explain things in terms that we can understand. They listen to our goals and concerns and provide a plan that is tailored to our needs and future successes. They share our values and have put us in investments that also share those principles and values.
There is no pressure or hard sales pitch. They are very easy to talk to and provide a calm and encouraging atmosphere where we can learn and grow. We trust them and have confidence in their advice. Overall, we are thankful to have Darryl and David in our corner.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Pax Financial is an awesome place to invest your money
✅ Wealthtender Certified Advisor Review™
January 13, 2023
Monica Ricks is my financial advisor. She has helped me exceed to do everything that I wanted done to help me increase my money and get rid of the paper. Kaylee has helped me when Monica was not available and I needed something done. I started at pax Financial when Daryl Lyons was my financial officer. He has gone on to write some fabulous books and I don’t exactly know what his position is now but that’s where I started. Thank you Pax Financial for all that you have done for me. I looked to the Future and seeing that I will go forth and prosper.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Continued Excellence
✅ Wealthtender Certified Advisor Review™
January 5, 2023
Solid financial teamwork by Joseph, Haley and Jacob. Always available, easily accessed and immediately willing to offer help and advice.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
An incredible experience!
✅ Wealthtender Certified Advisor Review™
January 5, 2023
We have worked with Joseph for many years. He has spent hours listening and asking us great questions. He is very reassuring and explains the investment strategies we are using and helps us define our goals. Very grateful to work with him!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Mutual Respect
✅ Wealthtender Certified Advisor Review™
January 5, 2023
Darryl Lyons, Charles Garcia and Monica Bustillos have been professional, honest, forthright and helpful from the beginning. I trust them implicitly and truly believe they have my best interests at heart. They are willing to initiate uncomfortable conversations as well as being open to being on the receiving end of the same types of conversations. As I tell them all the time, “You have all my money and my future in your hands”.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
The guidance we needed when we needed it!
✅ Wealthtender Certified Advisor Review™
January 5, 2023
We have been working with Joseph and Pax for at least 15 years. We began as a young married couple with a 2-year-old and Joseph guided us given the means we had to purchase life insurance and start a college fund for our little guy. Since then Joseph and the rest of the team have been very helpful in giving us options to make sure we can support our boys while in college as well as ourselves with the type of retirement we want to experience. Joseph and the team show such care for us and our family. I continue to recommend Pax anytime anyone asks about financial advisors!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Good financial investment company
✅ Wealthtender Certified Advisor Review™
January 3, 2023
The Pax Financial Group is a very good financial investment company. Joseph Schuetze & his team members are very professional, knowledgeable & embrace good Christian values. Joseph S. was always looking out for the best outcome in making money for us & keeping us informed on the stock market changes. I wish Joseph Schuetze the best in continuing his passion in helping people reach their financial goals in life.
Relationship to Financial Advisor:Former Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Honest and Competent
✅ Wealthtender Certified Advisor Review™
January 3, 2023
We have worked with Joseph and his team for over nine years now and have been very pleased with how they have handled not only our investments, but all important decisions we’ve had to make along this journey. We value the fact that PAX is a faith based company, and it is apparent in all they do. We highly recommend them to our friends and family.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Joseph is an excellent blend of professionalism and personal attention
✅ Wealthtender Certified Advisor Review™
December 29, 2022
We were familiar with PAX for years, as Dave Ramsey’s team had identified the firm as having “the heart of a teacher, rather than the heart of a salesman”. That could not be more accurate! We began working with Joseph Schuetze, one of the co-founders of PAX, several years before John retired. Joseph addressed all of our present and future concerns, and he clearly answered my hundreds of questions. He was determined to set up a plan to match our goals and values. Once John retired, we fully invested our assets with Joseph. We have full confidence in his long term vision, and we can sleep soundly, regardless of market changes and world events.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
PAX Gives Peach of Mind
✅ Wealthtender Certified Advisor Review™
December 19, 2022
I was looking for a Dave Ramsey ELP a couple of years ago. After interviewing 4 firms, PAX won out. PAX really listens! David Alvarez has been great to work with. He reaches out on a regular basis and responds promptly if I have any questions or have concerns. Even with the market being so volatile these days, it has been great to work with David to make sure that I am still ok to retire. David always keeps it real!!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Thank you PAX!
✅ Wealthtender Certified Advisor Review™
December 19, 2022
We highly recommend Joseph at PAX! He and Haley have really shown true interest in our future and really take care of us! Their professionalism and integrity are beyond reproach.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Trustworthy and Highly Recommend
✅ Wealthtender Certified Advisor Review™
December 19, 2022
We found PAX, a Dave Ramsey ELP, many, many years ago, and we have never regretted our decision to have PAX manage our finances and help us achieve our retirement goals. David Alvarez has been wonderful to work with; he reaches out to us regularly to ask if we have any questions or have concerns. With the market being so volatile these days, it’s reassuring to us that our portfolio is being managed so well. We have complete confidence is David’s ability and expertise to continue to provide exceptional service to us and keep us informed and provide recommendations for our portfolio. We have no qualms in highly recommendation PAX and David to anyone needing a personal financial advisor.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Exceptional Service
✅ Wealthtender Certified Advisor Review™
December 15, 2022
We spent several months researching financial advising organizations before we decided on PAX Financial Group. I have to say we made a great choice. David Alvarez has been working with us for about two years and his knowledge on the market is exceptional while providing us with options in our portfolio. I would highly recommend PAX and David as a personal financial advisor to friends and family.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Great Big Picture perspective
✅ Wealthtender Certified Advisor Review™
December 15, 2022
My wife and I have been working with David for several years. We have seen great results along the way, though some tumultuous times. He, and PAX as a whole, seem to see the big picture well. He has used that picture to put our goals forefront and make the right moves at the right time. He also is great about respecting our time. He lets us know what is going on but does not schedule un-necessary updates to justify a calendar.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Highly Recommend
✅ Wealthtender Certified Advisor Review™
December 15, 2022
We have been with PAX since I believe 2009. We have been so happy with Joseph over the years that we trusted him to advise my mother as well. After meeting with him, she transferred all of her accounts to PAX a couple of years ago and has felt very taken care of. Additionally, it is great to be on the same page with our financial advisor in terms of values and we enjoy that relationship with Joseph and PAX.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Best Interest
✅ Wealthtender Certified Advisor Review™
December 14, 2022
Joseph has been my financial advisor since 2016. I meet with him annually ( or more if needed) at which we have a thorough discussion on my financial current and future retirement plans. I feel that Joseph and Haley are very knowledgeable and always have my best interest in mind. They are easily approachable and willing to help out with any questions or concerns. that I may have. I would highly recommend them both to my friends and family.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Trustworthy and Customized
✅ Wealthtender Certified Advisor Review™
December 14, 2022
My husband and I have worked with David at PAX for a few years now and could not be happier. We knew after our initial meeting that David and PAX were the right fit for us. There was absolutely no pressure selling but rather an in depth conversation about our financial goals. The discussion was very relatable and understandable as well. We didn’t have to be experts in the investment world to have a conversation but rather talked about things in life we’d like to be able to do, and David helped us to arrive at how our financial plan could enable the achievement of those goals. He checks in with us regularly but is not overbearing. We absolutely trust the guidance and support of the team at PAX and are so grateful for the relationship with them.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
More than a financial advisor...
✅ Wealthtender Certified Advisor Review™
December 13, 2022
My wife and I have been clients for many years now. As the markets rise and fall, we continue to follow Joesph’s recommendations. He is very thorough when reviewing our financial standing and always willing to listen to our feelings and concerns. We consider him a family friend because he genuinely wants our family to achieve financial freedom. In short, he nis not only helping us but also protecting the futures of our most cherished possessions, our children. We recommend him to anyone who is in for the long haul and wants a stable caring advisor to guide their journey. Thank you Joseph.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Joseph Schuetze
✅ Wealthtender Certified Advisor Review™
December 13, 2022
I have had several companies take care of my money through the years but this is the place I feel at home. Right now Joseph is helping plan how to take my retirement money but over the years he has help me with many aspects of my finances. I won’t be going anywhere. These people are the best and always available when you need them. Joseph gets an A++ from me.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Trust & Confidence
✅ Wealthtender Certified Advisor Review™
December 13, 2022
Picked up on PAX via accolades of Dave Ramsey quite a few years ago! We immediately stepped into a relationship with Joseph Schuetze that has proven to be a lasting gift both financially as well as personally. Joseph has shown his expertise is second to none and
It is certainly our plan to continue this association.
Overall….A+ rating for Joseph and his staff!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Excellent advisors
✅ Wealthtender Certified Advisor Review™
December 13, 2022
Joseph and Haley have been awesome. They always explain in detail what they plan on doing. They never try to upsell me anything. They just provide very good advice. I certainly appreciate working with them over the years.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Amazing Service
✅ Wealthtender Certified Advisor Review™
December 13, 2022
Joseph has again shown outstanding dedication, knowledge & understanding at Pax. When the didn’t understand why we should do something he explained it patiently. Thank you so much Joseph!!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Confidence for Investing for Retirement
✅ Wealthtender Certified Advisor Review™
December 13, 2022
I want to take this opportunity to express the confidence I have In PAX Financial Group and in my trusted advisor, Joseph Schuetze.
I came to him maybe 15 years ago while still working, in debt, spending and not saving and with a poor overall outlook to ever retire!
Joseph mentored me and taught me and helped me to get back on track, to make and stick to a budget. Ten years later I did retire to be a caregiver….free of debt and comfortable in retirement. It was never easy, but it was doable, and I am forever grateful to him and the PAX team. They loved and supported me throughout the journey and continue to make sure I stay on track. They are the best!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Great company
✅ Wealthtender Certified Advisor Review™
December 13, 2022
Such a great company. I was lead here to PAX because of Dave Ramsey principals and I have not regretted it once. So kind and smart! I have received incredible advice and am financially secure for my retirement. Joseph listens to me. I would recommend them to anyone.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
You are now free to move about your life!
✅ Wealthtender Certified Advisor Review™
December 13, 2022
15 years ago we earnestly started looking forward to retirement. Up to that point, our plans and actions involved putting money into retirement accounts and that’s about it. So based on a recommendation off the Dave Ramsey financial website, we choose PAX out of the list of locally endorsed providers. Made a call and within days we nervously walked into the offices for a meeting with Bryan Wing. And we’ve never looked back. Over 15 years, Bryan has educated us (with much patience I must add) about the financial world, to include explanations of their products, software used, the history of PAX, the history of the financial markets, thoughts of the future of financial markets, and how PAX and us fit into that bigger fiscal world and how that world fits into our plans. He has defined many terms and processes for us that were unfamiliar and/or confusing for us to understand. And we never felt or though we were being talked down to. We tend to think of our meetings as visits with Bryan, it’s not business – it’s pleasure. Our visits include discussions of our plans of the present and future, emotional wants and life events that may happen to affect our portfolio, and also a way to share our finances which is vital and important to us. We’ve developed a deep relationship of trust and respect. As the years passed, we went through many of stages in life – from being two working parents with children at home, to parents taking care of their own parents while still raising children, to now empty nesters who are retired, grandparents and debt free. All while weathering the storms and picnics of the financial markets. The common denominator was the fact that while we were ones driving the train, Bryan Wing was shoveling the coal providing what we needed to get to that next station in life. It was the Little Engine That Could and Did! Yes, Bryan Wing and PAX have provided the financial sense for us and we could have given a review that detailed all of that and concentrated on the business side of that, and why you should come to them because they are fiscally savvy. But it is truly the trust we have placed in him and them, and what he/they did with that trust that makes us keep wanting to continue our relationship. It doesn’t matter how much money you have or don’t have – they’re going to answer the call no matter what. We guarantee that when you hang up the phone you’ll feel better and after your first meeting/visit, pat yourself on the back!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Joseph, Haley, and Jacob
✅ Wealthtender Certified Advisor Review™
December 13, 2022
We couldn’t ask for a better team to manage our financial future! Total trust.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
People you can trust!
✅ Wealthtender Certified Advisor Review™
December 13, 2022
When I inherited some money from my mother, I had no idea at all how to invest it, where to invest, what was safe, the ins and outs of financial planning…nothing. Both Joseph and Haley spent hours with me explaining (in language I could understand) how things worked. They gave great advice, but I always felt as if the decision was mine about where and how to invest. It’s hard to put a value on peace of mind, but that’s what I have with PAX.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Financial Planning & Guidance
✅ Wealthtender Certified Advisor Review™
December 13, 2022
I appreciate PAX financial planning and guidance for the last 10 years upon retirement. My only regret is not finding PAX sooner through Dave Ramsey.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Appreciate PAX!!!
✅ Wealthtender Certified Advisor Review™
December 12, 2022
We are blessed to have not only Joseph, but sweet Haley, to help us get ready for the future. They feel like family. They have our best interests at heart. I appreciate Pax and their entire team.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Financial Planning with a Company Who Truly Cares About Their Clients
✅ Wealthtender Certified Advisor Review™
December 11, 2022
My wife and I have used PAX for over 20 years. Darryl Lyons and his team are highly skilled, professional and approach their clients with a hands on personal touch! The actual services are matched specifically to each client. We set our financial plan for our future and PAX was there every step of the way until my retirement. I have since lost my dear wife, who actually was the financial strength of my family. What she and PAX laid out for our financial security has allowed my family and me to move on with the confidence that all will be ok. During the good and yes the challenging times, Darryl and PAX has been there for us, not only with financial guidance, but with the strength of a company based on strong Christian values.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Been with PAX over 10 years
✅ Wealthtender Certified Advisor Review™
December 11, 2022
My husband and I started using PAX soon after we married based on the Dave Ramsey locally endorsed providers list. We have had great experience with their team and have never wanted to leave. They’ve helped us plan for our future and have taken great care of us. Their office is nice, clean, and professional. Their staff is courteous and professional. Our current advisor, Roger Stucke, is great! He remembers everything about us and our situation and makes great suggestions to keep us moving forward with our future goals and plans. I have always recommended PAX and have sent several family members to them.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Financial Success
✅ Wealthtender Certified Advisor Review™
December 10, 2022
I was one of the first customers with Pax Financial. Darryl and I went to church together even though we had never met. I began investing money through Pax and i have benefitted greatly. My husband had an oil field company which was growing. Pax Financial began to grow and i consider it very successful now.
We have enjoyed getting to know Darryl and his family over the years. We have attended events at Pax Financial and Darryl and his wife have attended several events with us.
I have enjoyed and trusted everyone I have worked with. I have benefitted financially from their service and advise.
I would strongly advise doing business with them. You won’t be disappointed
Mary Moorman.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
Peace of mind
✅ Wealthtender Certified Advisor Review™
December 10, 2022
My wife and I have been guided by 2 different advisors at PAX, and both have been exceptional. The session in which we were asked to place our financial priorities in order from top to bottom was enlightening and encouraging. We learned that our risk tolerance was very similar and subsequent investment strategies were developed with those preferences in mind. Over several years, we have called or emailed with questions when we read or hear something, and always receive thoughtful, incisive guidance. Often, the suggestion/advice we asked about was very appropriate for the friend who offered the advice, but clearly did not fit our situation and unique “financial personalities”. We arrived at PAX with Dave Ramsey financial planning and a savings plan firmly in place, but we were pleased to learn of better options to tweak our investments. Best of all, our sophomoric questions that were handled with patience and we learned a lot. We believe our financial future is all up to God, but that we are confident we are being good stewards of His resources with guidance from PAX. We couldn’t be more pleased.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
◼ Additional Disclosures:
There was no compensation (cash or non-cash) in connection with the testimonials advertised. Review was solicited from current client. Testimonials should not be construed by a client or prospective client as a guarantee to experience a certain level of results if PAX Financial Group is engaged. This advertisement should not be construed as a current or past endorsement of PAX Financial Group, as every investor’s experience is different.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
