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

Can the 2023 “Goldilocks” Economy Continue in 2024?

Can the 2023 “Goldilocks” Economy Continue in 2024?

The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview mirror (not counting upcoming adjustments to historical gross domestic product (GDP) growth rates). Many are suggesting the U.S. economy is experiencing a...

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Meet the Team

Aaron Metzer

Aaron Mazer, CFP®, CTFA

Founder & President