PAX Financial Group, LLC

The next decade of investing won’t look like the last. Are you ready? In this week’s episode of Retire in Texas, Darryl Lyons dives into the growing role of international investing and whether it’s time to expand beyond U.S. markets. From emerging markets to global diversification, find out how shifting economic trends could impact your portfolio. Listen now: https://lnkd.in/gG3PAAB8 #PAXFinancialGroup #DarrylLyons #SanAntonioTexas #SATX #FinancialServices #WealthManagement #NewPodcastEpisode #RetireInTexas #GlobalMarkets #InternationalInvesting #WealthBuilding

Meet the dedicated team at PAX Financial Group, where every advisor brings a wealth of experience and a deep commitment to making a difference in our clients' lives. Our experts don't just manage assets; they build lasting relationships and create tailored financial strategies that align with your unique life goals. At PAX, we believe in providing holistic financial planning, investment management, and education to empower you toward financial well-being. Get to know the faces behind our firm and discover how we can help you secure a brighter financial future. https://lnkd.in/gGhsgdd9 #WealthManagement #FinancialConfidence #PAXFinancialGroup

In this week’s edition of Retire in Texas, Darryl Lyons explores the factors driving global markets, the benefits of diversifying beyond U.S. borders, and how to navigate the risks of international investing. With shifting economic landscapes, trade policies, and emerging market growth, now may be the time to rethink your portfolio’s global exposure. Are you positioned for the future? Listen now: https://lnkd.in/gG3PAAB8 #PAXFinancialGroup #DarrylLyons #SanAntonioTexas #SATX #FinancialServices #WealthManagement #NewPodcastEpisode #RetireInTexas #FinancialPlanning #Diversification #WealthBuilding

Join us in congratulating Bryan Wing on 15 incredible years at PAX Financial Group! As a Financial Advisor and Advice Research Manager, Bryan’s passion for education, financial planning, and market research has helped countless clients build stronger financial futures. His dedication goes beyond investments—he’s committed to creating lasting generational impact through smart financial decisions. Bryan, thank you for your expertise, leadership, and commitment to our team and clients! Drop a comment to celebrate this milestone! #15YearsStrong #PAXFinancialGroup #FinancialPlanning #LegacyBuilding

Charitable Giving: You may want to consider strategies like Qualified Charitable Distributions and Donor-Advised Funds to make tax-efficient charitable donations, which can satisfy your philanthropic goals and reduce your taxable estate. For more information: https://lnkd.in/gYyx3iSp #FinancialTips #FinancialFuture #PAXFinancialGroup

A strong advisor-client relationship isn’t just about managing investments - it’s about creating a strategy that gives you confidence in your future. In this week’s episode of Retire in Texas, Darryl Lyons explains why portfolio structure matters and how a mix of core and satellite investments can help you stay diversified, balanced, and positioned for long-term growth. If you want to invest smarter and avoid the common pitfalls of emotional decision-making, this episode is for you! Listen now: https://lnkd.in/gYxHMAw9 #PAXFinancialGroup #DarrylLyons #SanAntonioTexas #SATX #FinancialServices #WealthManagement #NewPodcastEpisode #RetireInTexas #FinancialFreedom #SmartInvesting #MoneyMindset #FinancialPlanning

Estate Planning and Legacy Building: Ensuring your estate plan reflects your values and desires, including setting up trusts, updating wills, and making tax-efficient transfers can help secure your legacy. Engage in family discussions about estate intentions to ensure clarity and fulfillment of your wishes. For more information: https://lnkd.in/gfdfwMvV #WealthManagement #FinancialGoals #PAXFinancialGroup

Our CEO and co-founder, Darryl W. Lyons, recently attended an invite-only Charles Schwab conference in Scottsdale, Arizona, where leaders in the finance industry came together to discuss everything from taxes and tariffs to strategy. Here’s Darryl alongside Chris Reedy, Managing Director and Head of Business Development at Schwab Advisor Services, and Loren Martin, Managing Director at Schwab Advisor Services. At PAX Financial Group, we’re committed to staying ahead of the curve so we can bring the best insights and strategies back to our clients! #PAXFinancialGroup #SanAntonioTexas #ScottsdaleArizona #FinancialServices #WealthManagement #FinanceIndustry #CharlesSchwab #BusinessConference #Insights

In this week’s episode of Retire in Texas, Darryl Lyons breaks down how financial advisors can bring real, measurable value to your life - not just in returns, but in peace of mind, better decision-making, and long-term financial freedom. From investment strategies to tax planning and avoiding costly mistakes, this episode will help you understand how to maximize your relationship with your advisor and ensure your money is working for you. Listen now: https://lnkd.in/gYxHMAw9 #PAXFinancialGroup #DarrylLyons #SanAntonioTexas #SATX #FinancialServices #WealthManagement #NewPodcastEpisode #RetireInTexas #SmartInvesting #MoneyMindset #FinancialPlanning #BiblicalResponsibleInvesting

Market Volatility: To mitigate risks from market fluctuations, you may want to consider establishing a cash reserve to cover expenses during downturns, allowing your investments time to recover without having to sell at low prices. A PAX Financial Group advisor can meet with you to discuss your specific situation. Reach out today: https://lnkd.in/g9_66JMS