Wealth Planning That Works for You.
We will talk with you to understand your unique situation, your goals, and what matters most to you and your loved ones. Our conversations and personal plans with you are dynamic. As your needs, goals, and personal situation change, so may your financial plan. Your team will talk with you every step of the way to help ensure trust and understanding is at the foundation of our relationship.
About Us
At Pax Financial, many clients seek us out, knowing they need assistance with reaching their financial goals and objectives. They may be looking for guidance on where to start or how to achieve their short- and long-term financial goals.
That’s the idea behind both our name—Pax Financial—and our logo. Pax is Latin for peace. When you work with us to create a financial plan, our goal is to provide sound advice that offers you and your family peace in being on track or having already achieved a secure financial future. Complementing our firm name, our lighthouse logo represents the direction we provide to help ensure you’re on track to meet your financial objectives. While the plan may change according to life circumstances and situations, we will work alongside you to achieve your end goals.
Insights
In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.
“It doesn’t matter how smart you are unless you stop and think.” —Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...
The Economy Looks “Just Right” Despite Mixed Signals
“Our Earth is degenerate in these later days; bribery and corruption are common; children no longer obey their parents; every man wants to write a book, and the end of the world is evidently approaching.”– Assyrian tablet, circa 2800 B.C. These days, we are living...
Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.
“It’s déjà vu all over again.”— Yogi Berra The first six months of 2024 were equally as kind to investors as the first six months of 2023. And that’s saying something, knowing that calendar-year total return in 2023 for the full year exceeded 26%.1 Returns for the...
Meet the Team
Aaron Mazer, CFP®, CTFA
Founder & President