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Access a world of opportunity

Proxy Financial is a profound financial services company built on a foundation of proprietary systems that improve the way our industry does business.

What We Do
Business Divisions

Our Company

Wealth Advisory

Proxy Wealth offers domestic and international wealth management services to investors and institutions alike. Our financial advisors offer an array of products solely focused on the clients’ needs through investment and financial planning fiduciary resources.

General Agency

Proxy Strategic Partners empowers insurance professionals by providing access to its client centric general agency that is focused solely on enabling Proxy & its partners a proven model to create a business of their own, free of restriction.

Broker Dealer

Offering RIA, Insurance Agency and comprehensive Private Equity services, Proxy enables unique financial services partnerships by unlocking the regulatory hurdles common with revenue sharing across platforms.

Private Investments

Proxy Capital provides access to premium Private Equity, ESG and Real Estate investments. With rigorous vetting and active management, we aim to create value and grow wealth for our partners and investors alike.

the language of business

Advisory That Empowers You

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Our Story

Proxy was founded because of the realization that financial services, in the greatest economy in the modern world, still falls short in many ways. We continue to grow because financial professionals join us when they see what is possible and realize they can do more to serve their clients. Into the future our story will be defined by our push to continue to be a thought leader for the way financial services should and will be done as the industry is forced to evolve over time. This is all possible because our team shares a common thread, that only one thing matters, the client. It is our north star. It governs everything we do. We call it "The Proxy Way"

Our Mission

Critics of the Financial Services Industry have often used terms such as broken, deficient or antiquated. While most aspects of our personal and business lives have evolved and transformed thanks to disruptive innovators with efficient, client-driven solutions, the Financial Services Industry has remained stagnant and failed to follow suit. Proxy Financial was created precisely to address this short-fall and create the new standard of fiduciary service.

Proxy Solutions

Our Services

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

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