About Us

About Us

Thoughtful Advice to Help You Arrive Safely at Your Destination

At Pax Financial, many clients come to us seeking assistance with wealth planning or an immediate financial need. They may be looking for guidance on where to begin investing, how to best utilize credit options or how to best approach goal setting in all facets of their financial picture. 

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 wealth plan, our goal is to offer sound advice for 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. 

    Financial Planning Questions


    When we first meet with clients, we want them to get to know our team professionally and personally. In turn, we ask clients to share about who they are and what they hope to accomplish by working together.


    In our initial meeting and throughout our working relationship, we will always seek to understand what is important to you, explain the rationale behind our recommendations and answer your questions. We are committed to being transparent.


    We view working together as teammates striving to achieve the same goal. Each of us has an important part to play to help ensure you reach that goal. Doing the right thing for our clients is central to our approach. Making a difference in the lives of the clients we serve is why we are here.