TRANSFORM YOUR FINANCIAL FUTURE

Stop worrying about market volatility and retirement uncertainty. Our CFP® professionals create personalized wealth strategies that turn financial stress into financial confidence.

CFP® Certified
CTFA Certified
San Antonio Based
Aaron Drazar with family

THE COST OF FINANCIAL UNCERTAINTY

Every day without a comprehensive financial strategy costs you potential growth, tax efficiency, and peace of mind.

What's Really at Stake?

Market Volatility Anxiety

Sleepless nights wondering if your retirement savings will survive the next market downturn.

Tax Inefficiency

Paying thousands more in taxes than necessary due to poor investment structure.

Family Financial Stress

Uncertainty about providing for your family's future and legacy planning.

Financial market uncertainty

COMPREHENSIVE WEALTH SOLUTIONS

Transform financial uncertainty into confident wealth building with our integrated approach to financial planning.

Investment Management

Strategic portfolio construction designed to weather market storms while maximizing long-term growth potential.

  • • Diversified portfolio strategies
  • • Risk-adjusted returns
  • • Tax-efficient investing
  • • Regular rebalancing

Retirement Planning

Secure your golden years with strategies that ensure you never outlive your money or compromise your lifestyle.

  • • 401(k) optimization
  • • IRA strategies
  • • Social Security planning
  • • Income replacement analysis

Wealth Management

Holistic wealth strategies that protect and grow your assets while minimizing tax burden and maximizing legacy potential.

  • • Estate planning coordination
  • • Tax optimization strategies
  • • Legacy planning
  • • Multi-generational wealth

Financial Planning

Comprehensive financial roadmaps that align your money with your life goals and values.

  • • Goal-based planning
  • • Cash flow analysis
  • • Debt management
  • • Education funding

Insurance Services

Protect your wealth and family with strategic insurance solutions that complement your overall financial plan.

  • • Life insurance analysis
  • • Disability protection
  • • Long-term care planning
  • • Risk assessment

FOUNDED ON INTEGRITY, BUILT FOR RESULTS

PAX Financial Advisors was founded by Aaron Drazar, CFP®, CTFA, with a simple mission: to provide personalized, comprehensive financial guidance that puts clients first.

Our client-centered approach means we take the time to understand your unique situation, goals, and concerns. We believe in building long-term relationships based on trust, integrity, and results.

CFP®
Certified Financial Planner
CTFA
Certified Trust & Fiduciary Advisor
Financial planning in motion

MEET YOUR FINANCIAL PARTNERS

Our experienced team combines decades of expertise with a personal touch to guide your financial journey.

Aaron Drazar, CFP®, CTFA

Aaron Drazar

CFP®, CTFA - Founder & President

Aaron founded PAX Financial Advisors with a vision to provide comprehensive, personalized financial guidance. His certifications as both a CFP® and CTFA demonstrate his commitment to the highest standards of financial planning and fiduciary responsibility.

Susan Gillespie

Susan Gillespie

Managing Director & Senior Wealth Advisor

Susan brings extensive experience in wealth management and client relations. As Managing Director, she ensures every client receives the personalized attention and strategic guidance needed to achieve their financial goals.

FINANCIAL INSIGHTS & GUIDANCE

Stay informed with expert analysis and strategic insights to help you make confident financial decisions.

Market insights

Market Volatility Navigation

Learn how to maintain confidence during market uncertainty and position your portfolio for long-term success.

Discuss Your Strategy →
Financial planning

Retirement Readiness

Discover the key strategies to ensure your retirement savings will support your desired lifestyle.

Plan Your Future →

READY TO TRANSFORM YOUR FINANCIAL FUTURE?

Schedule a complimentary consultation and discover how our personalized approach can help you achieve financial confidence and peace of mind.

What You'll Get in Your Free Consultation:

Comprehensive financial health assessment
Personalized strategy recommendations
Goal alignment and priority setting
No-obligation expert guidance

100% Confidential • No Pressure • Expert Guidance Guaranteed

GET IN TOUCH

Ready to start your journey to financial confidence? We're here to help.

Contact Information

Areas Served

San AntonioGreater Texas Area

Schedule Your Consultation

Take the first step toward financial confidence. Contact us today to schedule your complimentary consultation.