PAX Financial Group, LLC of San Antonio

PAX Financial Group, LLC is a financial planner in San Antonio, Texas. The firm provides fee-based fiduciary advice, specializing in financial planning, investment management, retirement planning, retirement plans for business owners, and insurance. Serving high-net-worth individuals and families, the firm maintains a 4.60 rating based on 17 reviews.

The firm utilizes a structured process to help clients navigate complex financial decisions by identifying current situations, organizing various moving parts such as taxes and benefits, and clarifying future options. Their team includes CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Investment Fiduciaries, and insurance professionals. Beyond standard investment management, the advisors assist with navigating life transitions such as divorce, loss, or supporting aging parents, as well as managing business growth and structuring employee benefits. The organization incorporates Judeo-Christian values into their approach to helping clients pursue financial freedom and build legacies.

Located on North Loop 1604 East, the office is situated near the intersection of Stone Oak Parkway and is a short drive from the John H. Wood Junior Charter School at Afton Oaks.

The business maintains thorough and well-documented information online, and their website is well-optimized for search engines.

PAX Financial Group, LLC provides dedicated fiduciary expertise to help San Antonio families achieve long-term financial clarity and stability.

Services:

• Business Owner Retirement Plans
• Financial Planning
• Insurance
• Investment Management
• Retirement Planning