Aaron Mazer

Background

About Aaron Mazer

As the founder and president of PAX Financial Advisors, I draw from my firm grasp of the capital markets to advise affluent individuals, families and business owners across the breadth of their complex balance sheets. A native of the area, I serve as a trusted advocate to help unlock the value of strategic wealth guidance. I believe the best advice incorporates strategies that consider each individual’s familial, financial and planning situations. Whether clients are young entrepreneurs who have recently found success or executives at their career peaks, I take a holistic approach to address their needs for investing, lending, banking, insurance, planning, generational transfer and philanthropic giving. By serving as a gateway to the strengths of my education and experience, I help my clients achieve their financial goals. Two decades ago, I began my career as an institutional equities trader, and with drive and determination rose to senior roles in wealth management at Prudential Financial, PNC Investments and Merrill Lynch & JPMorgan Private Bank. My strengths include asset management, team leadership, and the strategic use of insurance in optimizing trust and estate planning. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. PAX Financial and MPS are not affiliated entities.