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
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...
A Merry May on the Heels of an Awful April. The Merits of Staying Measured
“It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and former President Bill Clinton during the 1992 presidential campaign April showers brought May flowers, indeed. The S&P 500 advanced over 4% in May following a decline...
An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy
“Some things are believed because they are demonstrably true. But many other things are believed simply because they have been asserted repeatedly—and repetition has been accepted as a substitute for evidence.” —Well-known economist and author Thomas Sowell April just...
Meet the Team
Aaron Mazer, CFP®, CTFA
Founder & President