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
Wicked rotation, solid fundamentals
The S&P 500 finished the month down 0.9%, while the 10-year Treasury yield declined to 4.91%, in a market that can only be described as a wicked rotation. The modest decline in the headline index masks a much broader market beneath the surface, with nine of the 11...
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test investor resolve. Long-term Treasury yields climbed to multi-decade highs amid renewed concerns about deficit and inflation....
Meet the Team
Aaron Mazer, CFP®, CTFA
Founder & President
Susan Gillespie
Managing Director and Senior Wealth Advisor