What are the 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

PAX Financial Group, LLC

Home
United States
San Antonio, TX
PAX Financial Group, LLC

Call Website Contact the business

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 pricing. 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

11/02/2026

Estate planning can be an important part of your overall financial plan. From reviewing beneficiary designations to considering how wills, trusts and other estate documents fit with your financial goals, regular planning can help keep everything aligned as your life changes.

Want to discuss how estate planning fits into your broader financial plan? Schedule a complimentary phone consultation with PAX Financial Group at (210) 881-5700.

Disclosure: This content is for informational and educational purposes only and does not constitute legal or tax advice. Estate-planning laws and requirements vary by state and individual circumstances. Consult a qualified estate-planning attorney or tax professional regarding your specific situation. Investment advisory services are offered through PAX Financial Group, LLC.

10/30/2026

Financial planning starts with understanding your money. At PAX Financial Group, we take the time to answer your questions, explain your options, and help you feel confident in your financial future, one step at a time.

Ready to better understand your finances? Connect with our team to get started by visiting the link in our bio.

10/29/2026

Planning for the unexpected starts with a few honest conversations and a willingness to think through the “what ifs.”

Whether it’s a health issue, a family need, or a major life change, working through different scenarios with your financial advisor can help you feel more prepared for whatever comes next.

🎧 Listen to the full episode of PIVOT with Darryl Lyons to learn more:https://paxfinancialgroup.com/pivot-with-darryl-lyons/

10/28/2026

Headlines can shape the way we think about the future and influence the financial decisions we make.

Having a plan in place helps you stay focused when uncertainty hits. When the headlines get loud, you can remind yourself, “We’ve planned for this.”

🎧 Listen to the full episode of PIVOT with Darryl Lyons to learn more: https://paxfinancialgroup.com/pivot-with-darryl-lyons/

10/26/2026

Hearts and Hands is a local non-profit that, among many things, holds a Charity Golf Tournament every year with another non-profit selected as the benefactor. This year, Ransomed Life was the chosen benefactor.

Ransomed Life equips youth and families to recognize, respond, and rebuild from sexual exploitation. Roger Stukkie, an advisor at PAX Financial Group, is proud to serve on the board of directors for Ransomed Life.

10/24/2026

A retirement account rollover doesn't automatically mean your money is invested.

A 2024 Vanguard study titled Out of Sight, Out of Market found that 46% of a group of investors who rolled money into Vanguard IRAs were unaware their assets remained in a money market fund.

When life gets busy, it's easy to assume the job is finished. Darryl Lyons explains why overlooking that final step can have costly consequences for your retirement.

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

Source:
Vanguard, Out of sight, Out of Market: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/out-sight-out-market-ira-cash-drag.html

10/23/2026

Thanks to Aldridge for featuring PAX Financial Group in their latest client spotlight!

The article highlights our approach to helping business owners, individuals, and families navigate important financial decisions, from business exit planning to long-term wealth management.

We’re grateful to have partners like Aldridge who take the time to share our story and the work we do for our clients.

Read the full article to learn more about PAX Financial Group: https://aldridge.com/client-spotlight-pax-financial-group/

10/22/2026

Longtime clients describe PAX as more than a financial firm — they see it as family. Monica Cervantes, Financial Advisor continues that tradition by offering care, understanding, and steady guidance through every life stage.

10/22/2026

What can putting off an investment decision cost you? In this real-life example, $200,000 left in cash for 10 years at 3% grows to about $269,000. At a hypothetical 7% return, it grows to about $393,000. That's a difference of roughly $125,000.

Darryl Lyons discusses how everyday distractions and delayed decisions can have a lasting impact on your finances.

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

Hypothetical calculation: $200,000 × 1.03^10 = $268,783; $200,000 × 1.07^10 = $393,430; difference = $124,647. No contributions or withdrawals; annual compounding; excludes taxes, investment expenses, and advisory fees. The illustration compares assumed return paths, not equivalent-risk investments or a verified historical period.

10/19/2026

Success does not make you immune to financial mistakes.

Even financially successful people can overlook important decisions, let emotions influence their choices, or lose sight of the bigger picture.

Could you be making a financial mistake without realizing it? Discover the common missteps successful people make and what you can do differently. Read the full blog here: https://paxfinancialgroup.com/financial-planning/what-financial-mistakes-successful-people-make-despite-knowing-better/

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

https://paxfinancialgroup.com/, https://open.spotify.com/show/63xQoVZBYgdRhQ9Ztvp8iQ?si=wX11rTJdThSmNCFBSDAzeA&utm_sourc

Alerts

Be the first to know and let us send you an email when PAX Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.