The Proxy Circle - Proxy Financial

Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

The Proxy Circle is an invitation-only experience designed for RIA owners and senior advisors who are thoughtfully evaluating a sale or strategic transition.

The LaQuinta Invitational

Desert Smash 2026 March 1–4, 2026 | La Quinta, California

Proxy Financial is curating a private, three-day gathering for senior independent wealth advisors during Desert Smash 2026.
Attendance is intentionally limited to ensure meaningful peer dialogue and a shared experience designed for connection and clarity.
This form is used to request consideration for attendance. Designed for principals and senior decision-makers.
Click "Register Here" to continue: