PAX Financial Group, LLC

PAX Financial Group, LLC PAX Financial Group is a San Antonio financial planning firm serving individuals, families, and business owners.

We provide investment management, retirement planning, and employee benefits with personalized guidance for your financial future. At PAX Financial Group, we believe that the benefits of full-service advice should be available to everyone, no matter your account balance. And instead of being provided with complicated fee structures and hidden fees, it should be provided with simple, transparent pr

icing. We believe we provide a better solution:

Truly full-service financial help (investment management, insurance and financial planning, all in one place)
A focus on your needs, not on selling products
Affordable, simple pricing with no minimum account size

For Steve, partnering with Laura Simpson at PAX was more than a financial decision. He describes it as one of the best c...
09/08/2026

For Steve, partnering with Laura Simpson at PAX was more than a financial decision. He describes it as one of the best choices he’s made, citing her professionalism, attention to detail, and care. We’re honored by his trust.

09/04/2026

Is investing only in the S&P 500 the best way to maximize your returns?

As Darryl explains, there is an important distinction between maximizing returns and optimizing your overall financial plan.

While a concentrated investment in the S&P 500 may perform well over certain periods, history shows that even broad markets can experience extended periods of disappointing returns. For someone depending on those returns to support their lifestyle, that risk can have significant consequences.

Diversification across multiple asset classes can help reduce the impact of prolonged periods of weak performance and create a more resilient approach to investing.

Listen to the full conversation on PIVOT with Darryl Lyons from PAX Financial Group:
https://paxfinancialgroup.com/pivot-with-darryl-lyons/



This content is provided for educational and informational purposes only and should not be considered individualized investment, tax, or financial advice.

Celebrating Christy and the sweet little one on the way! 🍼💛As our Office & Resource Manager, Christy is the heart behind...
09/03/2026

Celebrating Christy and the sweet little one on the way! 🍼💛

As our Office & Resource Manager, Christy is the heart behind so much of what keeps our PAX team supported, connected, and running smoothly. It was so special to gather as a team and celebrate her as she steps into this beautiful new chapter.

We’re so excited for you, Christy! ✨

09/02/2026

Community matters.

Research shows that people who feel strongly connected to their communities are more likely to feel in control of their lives, confident about the future, and that their lives have momentum.

As Darryl Lyons discusses on PIVOT, community is about more than simply being around other people. It creates opportunities for relationships, connection and helping others move forward.

For many, church is one of those communities. It can be a place where relationships lead to opportunities, support and meaningful connections that can impact someone else's life.

Listen to the full conversation with Darryl here: https://paxfinancialgroup.com/pivot-with-darryl-lyons/



Resources: Americans’ aspirations for economic mobility | McKinsey - https://www.mckinsey.com/institute-for-economic-mobility/our-insights/in-pursuit-of-progress-americans-aspirations-for-economic-mobility

09/01/2026

What makes PAX Financial Group different? It starts with the mission.

For years, our team has been committed to helping people build strategic financial plans and live the lives they want to live, with genuine care, joy, and concern for every client we serve.

Meet the people behind that mission. We are here to help you navigate your financial future with purpose and confidence.

Ready to start a conversation? Visit paxfinancialgroup.com today.

08/30/2026

Economic headlines are designed to grab your attention, but that doesn’t mean every headline deserves a reaction.

In this clip from PIVOT with Darryl Lyons, Darryl explains why investors should learn to distinguish between the economic indicators that provide meaningful insight and the ones that are simply noise.

Sometimes it’s a breadcrumb. Sometimes it’s a stone.

Listen to the full episode of PIVOT here: https://paxfinancialgroup.com/pivot-with-darryl-lyons/

08/28/2026

At PAX Financial Group, we believe making a positive impact starts with showing up for the communities we serve.

Recently, our team hosted a blood drive at the PAX office in partnership with South Texas Blood & Tissue. Thanks to everyone who took the time to participate, 12 units of blood were collected.

We are grateful for the opportunity to support an important community need and proud to have a team that makes time to give back.

Debra described her experience with Haley as one of confidence and ease, knowing her needs are cared for with diligence ...
08/27/2026

Debra described her experience with Haley as one of confidence and ease, knowing her needs are cared for with diligence and compassion. We are grateful for the trust our clients place in us.

08/27/2026

In this episode of PIVOT with Darryl Lyons, Darryl uses the story of Hansel and Gretel to explain how investors can follow the economic “breadcrumbs” without letting headlines dictate their decisions.

Sometimes the indicator is a stone that provides a meaningful path forward. Other times, it’s just a breadcrumb that gets eaten by the birds.

The key is understanding the context before you react.

Listen to the full episode of PIVOT here: https://paxfinancialgroup.com/pivot-with-darryl-lyons/

As Director of Investment Operations at PAX Financial Group, Joshua leads portfolio management, trading, investment impl...
08/26/2026

As Director of Investment Operations at PAX Financial Group, Joshua leads portfolio management, trading, investment implementation, and manager due diligence while helping strengthen our investment platform. With both CFA® and CAIA® charters and institutional investment management experience, Joshua brings valuable expertise to our team and the clients we serve.

Joshua, welcome to PAX Financial Group.

Read the full feature in the San Antonio Business Journal: https://www.bizjournals.com/sanantonio/potmsearch/detail/submission/6577125/Joshua_Young

Address

San Antonio, TX

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12108815700

Website

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