To Offer Premium Financial Life Management to Clients
PAX now offers virtual meetings to ensure client safety
SAN ANTONIO AND NEW YORK, (May 6, 2020) –PAX Financial Group today announced it has reached an agreement to provide Goldman Sachs Personal Financial Management’s FinLife CX platform. This offering will allow PAX to deliver its clients greater tools and resources as its advisors work to bring clarity, confidence and control to the financial lives of its clients and community.
This partnership enables PAX Financial Group to offer FinLife CX, a suite of Goldman Sachs’s industry-leading technology, investment options, and insights to uncover clients’ financial goals and the decisions they need to make in order to achieve them. Using tools like HonestConversations™ and MoneyMind™, PAX Financial Group’s clients will gain a deeper understanding of how their biases, intentions and emotions are tied to the financial lives they want to live.
“We are now able to engage our community by providing customized guidance and, when appropriate, tap into the global platform of Goldman Sachs,” said Darryl Lyons, CEO of PAX Financial Group. “We are focused on providing guidance-driven investment advice with an ultimate goal to help families live their best financial life.”
“We developed FinLife CX to help advisors give truly indispensable service to their clients, and we’re pleased to offer this dynamic client experience through our partnership with PAX Financial Group,” said Rachel Schnoll, Managing Director, Head of FinLife at Goldman Sachs Personal Financial Management. “PAX Financial Group’s clients can expect the best from us as we continue to fortify and enhance the FinLife offering.”
In other company news, PAX Financial Group now offers virtual meetings to continue to provide personal financial advice to its clients, Lyons said, to avoid face-to-face meetings to adhere to social distancing guidelines. “We can do a lot of screen sharing and share ideas to navigate a person’s financial life,” Lyons said.
Additionally, PAX Financial Group opened a secondary office in New Braunfels to better serve customers outside of the greater San Antonio area. “We wanted to make it easier for customers who live in New Braunfels, so they don’t have to drive all the way to our Stone Oak office for appointments,” Lyons said.
About PAX Financial Group
PAX Financial Group, LLC was founded in 2007 as a fee-based SEC Registered Investment Advisory Firm (RIA). PAX Financial Group, LLC has been recognized as Fast Track’s One of the Fastest Growing Companies in the City of San Antonio. Also, Inc.com has recognized them as one of the 5000 Fastest Growing Companies In the Country (2018). They serve as a fiduciary for their clients and do not have a minimum asset level necessary for engagement. Visit paxfinancialgroup.com for more information.