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About Paxton Financial Services 

We Partner With You Each Step of the WayWho We Are

We Partner With You Each Step of the Way
Who We Are

We are a boutique financial services firm based in Manhattan, working with individuals and businesses on innovative and tailored financial plans.

We work with clients who require more than general financial advice.

Our focus includes:

  • Business owners preparing for transition
  • Individuals with complex financial structures
  • Clients evaluating tax exposure and capital gains

We help identify where you are today and what may need to be addressed before future decisions are made.

A Structured Approach To Financial Planning

Have you evaluated how your business, financial position, and long-term goals align?

Most individuals and business owners have not completed a coordinated review of these areas, which can lead to gaps in planning and missed opportunities.

At Paxton Financial Services, we focus on helping clients bring structure to these decisions through a clear and disciplined approach.

How can we help you?

Each person's and company's situation and financial goal is different. So each financial plan we build is from the ground up, based on your unique needs. We start by listening carefully to you, so we can understand your dreams and objectives. We'll use this information to customize the most effective financial strategy.

    • Have you figured out when and how you can afford to comfortably retire?
    • Will you have enough so you don't run out of money?
    • Do you plan on funding private school and/or college expenses for a child or grandchild?
    • Do you have aging parents or others you care about with health issues that may require your help?
    • Do you have a plan and strategy in place to reach your most important financial goals?
    • DST investment strategies, including potential use in connection with §1031 exchanges
    • Alternative investment strategies
    • Investment management
    • Retirement planning strategies
    • Insurance and annuity products
    • 401(k) and profit-sharing plan planning
    • Coordination with your tax advisor to help integrate tax considerations into your broader financial plan

Paxton Financial Services does not provide tax or legal advice. Clients should consult their qualified tax and legal professionals regarding their individual circumstances.

Finding Your Fit

Our firm brings extensive personal and professional experience to help guide your financial plan, backed by qualified licensing in a wide range of investment and insurance solutions.

We pride ourselves on our long-lasting relationships with our clients. We believe in being a partner with you each step of the way, helping you assess your financial goals and manage your finances efficiently and effectively to achieve those goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our extensive knowledge and experience to help you pursue your financial goals.

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