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Proximity Financial Partners

This is where you take control of your wealth. For yourself. And everyone you care about.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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First we listen. Then we plan.

That’s where we start. With your story, your goals. Right now, and in the future. We want to hear how you think. Whether you prefer gut instinct over finely focused research – or more likely some of both.

We believe that every story, like the person telling it, is unique. That true wealth planning, the kind that genuinely delivers, must be entirely custom fit.

What drives us is knowing that things change. That to prevail, you must change with them.

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Your Financial Future

When was the last time you changed your investment plan? Checked to see if your long-term goals still apply? Looked for opportunities you might be missing? Wondered if you’re risking too much — or too little?

How critical are the next 10 years for you?

It’s time to make a new plan.

We are an independent wealth management firm committed to ultra-responsive, customized service. We do business a better way. We listen first. Then we plan.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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