Blog
Exit Ready: Preparing Your Business, Your Wealth, and Your Next Chapter
Exit Ready: Preparing Your Business, Your Wealth, and Your Next Chapter Most business owners will transition their business only once. Whether that transition comes through a sale, succession plan, ESOP, or another ownership change,...
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Why CPAs and Advisors Should Be Evaluating This Now
By David Harris Many meaningful tax-planning conversations do not begin until the fourth quarter. By then, some planning opportunities may no longer be available, or there may be less time available for careful evaluation and...
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Proxy Summit 2026
Proxy Summit 2026 Where the Industry’s Top Advisors, Leaders, and Strategic Partners Come Together There are conferences… and then there are rooms that genuinely move people and businesses forward. Proxy Summit 2026 is designed to be...
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Cat Lambertini to Speak at the 10th Annual Women’s Wealth Symposium in Dallas
Proxy Advisory Group is proud to announce that Cat Lambertini, CRPS®, C(k)P®, CPFA®, Senior Financial Advisor and Director of Small Business Solutions, will be a featured guest speaker at the 10th Annual Women’s Wealth Symposium in...
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Marked Unread powered by Proxy | Episode #1
We’ve launched a new podcast: Marked Unread, powered by Proxy Financial, hosted by CJ Davidson and Dom Henderson. Marked Unread features candid, behind-the-scenes conversations about the financial services industry—focused on the...
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At the Moment That Matters Most
If you’re quietly thinking about succession, liquidity, or what comes next— this was designed for you.A discreet experience for advisors evaluating their next chapter. No booths. No pitching. No panels.Just real conversations at a...
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The Great (Advisor) Migration
“The Great (Advisor) Migration” A Structural Look at Advisor Transitions and the Standards Sellers Should DemandBy CJ DavidsonIntroductionThe financial advisory industry is undergoing a transition unlike any it has experienced before...
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Raising the Standard in Modern Finance: How Proxy Advisory Group Redefines What Clients and Advisors
Raising the Standard in Modern Finance: How Proxy Advisory Group Redefines What Clients and Advisors Should Expect Discover how Proxy Advisory Group is transforming modern financial planning with transparency, technology, and...
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