Proxy Wealth Advisors

Our premise is simple- speak your language, understand your objectives, and leverage brilliant technology to stand with you as you achieve your financial goals. With Proxy Wealth Advisors, the entire financial ecosystem is at your fingertips. No red tape, no restrictions, just wealth done better.

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 Wealth Advisors was created precisely to address this short-fall and create the new standard of fiduciary service.

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.

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Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.