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
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the first half of 2025. It turns out we were quite serious when we discussed the likely virulent swings in policy rhetoric out...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic.” April saw a whirlwind of surprising news flow causing investors to suffer a commensurate roller coaster ride...
Respect Rising Risk and Volatility, but Hold Your Ground
Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index declined in price by roughly 5.8% for the month and the tech laden Nasdaq composite index price was off roughly 8.2%.1 It...
Meet the Team
Aaron Mazer, CFP®, CTFA
Founder & President
Susan Gillespie
Managing Director and Senior Wealth Advisor