Darryl Lyons, CFP®, ChFC®, BFA, AIF
Fee Based Fiduciary Advisor
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PAX Financial Group
Darryl Lyons, CFP®, ChFC®, BFA, AIF
San Antonio, TX
Serving Clients Nationwide
Fee Based Fiduciary Advisor
Areas of Focus
- Education Funding
- Estate Planning
- Insurance
- Investment Management
- Taxes
About Me
Darryl Lyons is one of PAX Financial’s three founders and current CEO. His commitment to ongoing professional development is exemplified by his membership in relevant professional groups, such as the National Federation of Independent Business Owners (NFIB), C12 Group, Dave Ramsey Investment Advisory Council, and Goldman Sachs Personal Financial Management Advisory Council.Before PAX, Darryl was on track for a future on Wall Street, but his love for Texas and dreams of a more rewarding career led him to create PAX Financial instead. Influenced both by an upbringing without privileges and close association with associates whose wealth failed to make them happier, Darryl’s mission is both to aid clients in growing their wealth and guide clients toward aligning their wealth with their values and goals.
In his time outside of PAX, Darryl has lobbied in DC for small business reform, chaired a board that redeveloped part of San Antonio, published books and articles, and co-founded a non-profit in Moldova. His faith and church memberships are integral to his personal and professional development. He carves out time to join church committees, including financial committees and international ministry committees, while also facilitating a Bible study that helps men be better husbands and fathers.
Darryl’s ambition is to create a legacy within people whose lives have been bettered via contact with him.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
Primary Location
270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free, no-strings-attached retirement check up.Offers Investment Management
Yes
About our Firm
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.
Education
St. Mary's University, BBA, Accounting and Corporate Financial Management | Texas A&M University School of Law, Master of Jurisprudence, Wealth Management
Volunteer Experience
Leadership, Oak Hill Church | Founding Board Member, The Admirals Basketball Academy | Member Board of Directors, YMCA of Greater San Antonio | Advisory Council Member, Texas Chapter, National Federation of Independent Business (NFIB) | Advisory Council Member, Ramsey Solutions | Board Member, The C12 Group
Badges
Hobbies and Interests
- Church
- Volunteering
- Writing
SEC Lookup
View DisclosureWho 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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