FOR IMMEDIATE RELEASE
Proxy Freedom to Become Proxy Advisory Group, Reflecting an Expanded Advisory Platform and Client-Focused Approach
[Walnut Creek, California] — [February 27 , 2026] — Proxy Freedom announced today that it is becoming Proxy Advisory Group, effective immediately.
The transition reflects the firm’s continued evolution and its commitment to providing a more clearly defined advisory platform supported by additional resources and infrastructure for both advisors and clients. th The firm’s leadership, ownership, values, and service model remain unchanged. Clients and advisors will continue working with the same teams and engaging in the same planning and advisory processes they rely on today. T
he transition to Proxy Advisory Group represents a natural progression of the firm’s philosophy. As the organization has grown, so has its focus on delivering structured, process-driven support that allows advisors to better serve clients through thoughtful, long-term financial guidance.
“Proxy Freedom was founded on the importance of independence,” said [Bryan Caulkins, co-founder of Proxy Advisory Group]. “Becoming Proxy Advisory Group reflects how our role has evolved into providing a more comprehensive advisory framework, supported by additional resources, while maintaining the same client-first mindset that has always guided our work.” Proxy Advisory Group will continue to operate as a one-stop platform for comprehensive financial services support, emphasizing disciplined processes, collaboration, and informed decision-making. The firm’s approach is grounded in the belief that supporting advisors with the right tools, structure, and guidance strengthens the overall client experience over time. All existing agreements, relationships, and day-to-day operations remain unchanged. The firm’s branding, website, and communications will transition to the Proxy Advisory Group name over the coming weeks.
For more information, please visit www.proxyadvisorygroup.com
About Proxy Advisory Group Proxy Advisory Group is a one-stop provider of comprehensive financial services, focused on delivering thoughtful, process-driven guidance to clients. The firm supports a collaborative network of advisors with resources and infrastructure designed to promote consistency, care, and a client-first approach. Proxy Advisory Group operates on the belief that strong advisor support contributes to more informed, long-term financial decision-making for clients.
Media Contact:
Bryan Caulkins
Managing Partner
bryan@proxyadvisorygroup.com
