Who is Proxy Financial?

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 Financial, the entire financial ecosystem is at your fingertips. No red tape, no restrictions, just wealth done better.

We serve clients at every level of their organization, whether as a trusted advisor to top management or as a hands-on financial coach.

Proxy is comprised of agents and advisors who strive to be the best in financial services. Proxy’s strength relies on its unique business model where professionals of various backgrounds and business models can find a place at Proxy Financial to service our clients and succeed while doing so.