Access A World Of
Opportunity
What We Do
We Help You
Pursue Your Goals
Every financial journey is unique. That’s why we take a comprehensive approach, offering clarity and support across six key areas of your financial life. From planning and investing to protecting your family and securing your legacy, we’re here to guide you every step of the way.
Our Mission
EPM is a dedicated team of professionals committed to delivering the best possible service to our clients. For many years, we’ve been trusted advisors in our community, helping individuals and families navigate life’s financial decisions with confidence. Our passion lies in providing personalized guidance and strategies that reflect what matters most to you.
A profound understanding of a calm financial state can lead to overlooking one's investment potential, making it difficult to visualize a comprehensive financial strategy.
Morgan Housel
How We Help
Build and Preserving
Your Wealth
Financial Planning
A solid plan is the framework for every money decision. We look at your full financial picture and turn it into simple, step-by-step guidance—so you can save intentionally, invest confidently, and protect what you’ve built.
As your financial planning coach, we’ll give you actionable advice on budgeting and cash flow, setting savings goals, choosing appropriate insurance, and understanding tax implications within your broader plan.
Retirement Planning
How do you picture retirement? Whether it’s paying off your home, traveling, or helping fund a grandchild’s education, reaching those goals requires careful planning and a clear spending strategy.
We’ll design a personalized plan to with a goal to help you build and manage retirement income. That includes coaching on saving, investing, and withdrawal strategies while accounting for Social Security, Medicare, and tax considerations. As your life evolves, we’ll adjust your plan so it always fits your circumstances.
Investment Advice
Investing isn’t just about returns—it’s about aligning your money with your goals. Beyond retirement, investments can help you achieve milestones such as purchasing a home, starting a business, or funding a loved one’s education.
We’ll recommend options that match your time horizon, risk tolerance, and savings goals—so every investment has a clear purpose and fits your overall plan.
Common strategies include: 529 qualified tuition plans, stocks, bonds, mutual funds, certificates of deposit, U.S. Treasury securities, and annuities.At Proxy, we provide RIA, Insurance, and Private Equity services. Our team helps you achieve financial goals and navigate the financial landscape.
How We Help
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Who We Are
Advisory That Empowers You
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.
