PAX Financial Group, LLC

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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 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

10/15/2026

What’s behind your financial goals? Maybe you want more time with your grandkids, the ability to give generously, or a future where your family has greater financial security.

In this episode of PIVOT with Darryl Lyons, Darryl explains why understanding your purpose matters when making major financial decisions.

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

How much company stock is too much?There’s no magic percentage that works for everyone. Your ideal level of company stoc...
10/14/2026

How much company stock is too much?

There’s no magic percentage that works for everyone. Your ideal level of company stock exposure depends on your overall wealth, retirement timeline, income, taxes, and how much of your financial life is already connected to the same company.

A concentrated position can create opportunities, but it can also introduce risks that extend beyond your investment portfolio.

Before making a decision, it’s worth looking at the bigger picture.

Read the full article to learn what to consider when reviewing your company stock position: https://paxfinancialgroup.com/financial-planning/how-much-company-stock-is-too-much-in-your-portfolio/

Shelbi shared appreciation for the care and clarity received from the PAX team. Haley and Kaylee focus on helping client...
10/12/2026

Shelbi shared appreciation for the care and clarity received from the PAX team. Haley and Kaylee focus on helping clients feel informed, confident, and supported through every step.

PAX Financial Group advisor Ron Zunker recently volunteered at the 14th Annual Rotary Club of Fair Oaks Ranch Foundation...
10/12/2026

PAX Financial Group advisor Ron Zunker recently volunteered at the 14th Annual Rotary Club of Fair Oaks Ranch Foundation Charity Golf Classic, helping support organizations making a meaningful difference locally and around the world.

From supporting local schools and families to providing resources for health, food security, and community services, the tournament helps fund a wide range of important causes.

We’re proud to see Ron representing PAX and giving his time to support such a great initiative. 📚

10/09/2026

A thoughtful financial plan gives you a clear picture of where you are today and helps you build toward the future you envision.

Retirement. Investments. Family. Business. Legacy.

Every part of your financial life can play a role in the bigger picture.

Take time this month to review your goals and make sure your financial plan reflects what matters most to you.

Visit paxfinancialgroup.com today to get started

10/08/2026

When interest rates go up, bond prices generally come down. But what happens to the agreement behind that bond?

Darryl breaks down how a bond can lose value if you sell it while the underlying agreement and repayment terms remain the same.

Understanding how bond prices, interest rates and maturity work together can help you better understand your portfolio.

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

10/07/2026

Interest rates are changing the investment landscape.

After years of lower yields, bonds and other interest-bearing investments are starting to offer more attractive opportunities for investors. For financial advisors, that means having more tools to work with when building a portfolio around a client’s goals, risk and timeline.

Hear Darryl Lyons explain what this shift could mean for investors and why he’s excited to see better yields returning to the bond market.

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

Darryl recently spoke with the San Antonio Chapter of the Texas Association of Business Brokers (TABB) about the critica...
10/06/2026

Darryl recently spoke with the San Antonio Chapter of the Texas Association of Business Brokers (TABB) about the critical role personal financial planning plays before, during and after selling a small business.

The right planning can help business owners prepare for what comes next and make the most of the wealth they’ve worked to build. Contact the PAX team today to get started > https://go.paxfinancialgroup.com/talk_with_us

Celebrating 10 years with Christy Clouston.Christy’s organization, dependability, and behind-the-scenes leadership keep ...
10/03/2026

Celebrating 10 years with Christy Clouston.

Christy’s organization, dependability, and behind-the-scenes leadership keep our firm running smoothly. We’re grateful for the many ways she supports our team every day.

Happy anniversary, Christy.

Over a decade of trust.One client shared their experience working with Charles:“We walk in with questions, and we walk o...
10/02/2026

Over a decade of trust.
One client shared their experience working with Charles:

“We walk in with questions, and we walk out with answers and peace of mind.”

Now in retirement, they’re reflecting on years of guidance and partnership.
We’re grateful to walk alongside our clients through every stage of life.

This testimonial was provided by a current client. No compensation was provided.

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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