PAX Financial Group, LLC

PAX Financial Group, LLC We guide others in all stages of life, to adopt prudential financial decisions so they can live more meaningful lives.

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

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

Leadership is not just about where you’re going, it’s about how you inspire others to get there with you.Our PAX team re...
08/22/2026

Leadership is not just about where you’re going, it’s about how you inspire others to get there with you.

Our PAX team recently gathered at the Global Leadership Summit, joining leaders from around the world for a powerful experience centered on growth, purpose, connection, and positive impact.

Through thought-provoking speakers and practical insights, the Summit challenged us to see leadership differently, keep growing, and turn new ideas into meaningful action.

We’re proud to invest in our people and the leaders they’re becoming. Because when we grow together, we’re better equipped to make a difference together.

08/20/2026

When will you sell the business?

One business owner might immediately say, “Five years.” Their spouse might say, “Never.”

That difference can open the door to a much bigger conversation about identity, purpose, family, and what happens when the business is no longer part of everyday life.

For business owners, succession planning is about more than deciding when to sell. It is about understanding what both partners want and creating a plan for what comes next.

Listen to the full podcast episode for more insights here: https://paxfinancialgroup.com/pivot-with-darryl-lyons/

08/20/2026

Meet Charles Garcia, Vice President of Advisory Services at Pax Financial Group.

Charles works with clients as their financial lives become more complex. As wealth grows, the focus can shift from simply saving for retirement to managing cash flow, navigating taxes, planning for the next generation, and creating a meaningful charitable legacy.

His approach is centered on helping clients make strategic decisions at every stage of their financial journey.

Visit paxfinancialgroup.com to start a conversation.

David Alvarez | 7 Years | Financial AdvisorCelebrating 7 years with David Alvarez.David’s thoughtful approach and commit...
08/20/2026

David Alvarez | 7 Years | Financial Advisor

Celebrating 7 years with David Alvarez.
David’s thoughtful approach and commitment to helping families navigate complex financial decisions continue to make a meaningful impact. We’re grateful for his dedication to clients and to PAX.

Happy anniversary, David.

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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