PAX Financial Group
Fee Based Fiduciary Advisors
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PAX Financial Group
Fee Based Fiduciary Advisors
Locations
Darryl Lyons, CFP®, ChFC®, BFA, AIF
PAX Financial Group
Laura Simpson, CFP®
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
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.
Badges
Who We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Investors
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Young Families
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