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.
Our Company
Structure
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.
Hybrid RIA
Offering Fiduciary services, wealth and planning, as an RIA, as well as access to high-profile products only accessed through a Broker-Dealer relationship. Proxy Freedom has Registered Reps that can offer the complete array of services and products.
Private Investments
Proxy Capital Partners offers expert fund architecture, monitoring, and private investment services. With decades of experience, we provide tailored solutions, strong client relationships, and exclusive access to unique opportunities.
Proxy Health
Proxy Health offers health insurance solutions for families. Our advisors provide a diverse range of coverage options designed to meet clients’ unique healthcare needs, from comprehensive medical insurance to tailored wellness plans and preventive care resources.
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.
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.
Please fill out the form for a free consultation. Upon completion, one of our advisors will contact you.