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At Proxy Advisory Group, we believe financial planning isn’t about products — it’s about people. Your goals, your values, and your vision for the future guide everything we do.

We take a proactive, partnership-driven approach to helping you build, protect, and grow your wealth with purpose. Our advisors listen first, understand what matters most to you, and design a personalized strategy that aligns your wealth with your life.

Led by Founder & CEO C.J. Davidson and Managing Partner Bryan Caulkins, our nationwide team collaborates to deliver coordinated strategies in investments, protection, and planning — ensuring your financial plan stays on track as life and markets change.

We don’t just manage money — we build lasting partnerships grounded in trust, transparency, and results. Together, we’ll help you move confidently toward your goals and create lasting financial freedom.

At Proxy Advisory Group, our mission is to redefine what’s possible in the pursuit of financial freedom. Guided by a client-first philosophy and driven by innovation, creativity, and collaboration, we empower individuals and families to make confident financial decisions that align with their goals and values.

Under the leadership of C.J. Davidson and Bryan Caulkins, our team of like-minded professionals is united by a shared commitment to excellence. Together, we serve as trusted partners—helping clients navigate the complexities of the financial landscape with clarity, transparency, and purpose.