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.

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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

Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.

Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.

“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I would like to come back as the bond market. It can intimidate everybody.”       —Well-known political strategist James Carville In...

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Meet the Team

Aaron Metzer

Aaron Mazer, CFP®, CTFA

Founder & President