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about company
Proxy Financial LLC
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.
Peter Adams
co-founder of company
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
what we do
Creating Holistic Solutions
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.
Proxy Services
Proxy offers over 27 services on an individual and business level to accommodate what the client needs over the corporate’s own interests.
Premier Partnerships
Proxy acts as a non-captive agency and fiduciary to ensure that the best product available on the market is offered to our clients.
Advanced Marketing
Proxy uses a combination of direct and indirect online marketing strategies to grow your businesses at local level in addition to Proxy's presence nationally.
Proxy Divisions
In a growing industry, 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. Here is a look of our distribution of agents and advisors by division:
Proxy Wealth
Proxy Strategic
Proxy Freedom
testimonials
What People Say About Us
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.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
