Beyond the Numbers: The True Value of a Financial Advisor

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the real value that financial advisors bring to the table - beyond just investment returns. Drawing insights from the latest Vanguard, Morningstar, and Michael Kitces studies, Darryl unpacks how advisors help clients navigate investment strategies, manage emotions, and create long-term financial sustainability.

Key highlights of the episode include:

• How financial advisors add measurable value beyond their fees, as confirmed by industry research.

• The importance of collaboration between advisors and clients to maximize returns and long-term financial stability.

• The dangers of chasing investment trends and why a slow, steady approach often wins the race.

• Why strategic rebalancing and tax-efficient investing can lead to better financial outcomes.

• How a well-structured portfolio - including core investments and satellite strategies - can balance risk and opportunity.

A strong advisor-client relationship isn’t just about numbers, it’s about making informed, disciplined financial choices that align with your future goals. Whether it's avoiding costly mistakes, reducing tax burdens, or ensuring a lasting legacy, the right financial strategy can make all the difference.

For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com.

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Resources:

Putting a value on your value: Quantifying Vanguard Advisor’s Alpha

dont-miss-best-days.pdf