We Listen First
First, we take time to understand your goals, family, and values.
Independent, Client-First Financial Guidance in Raleigh
“Proximity Financial Partners will help you realize your goals, build your wealth, and protect what matters most.”
Who We Are: A Fiduciary Firm Built on Trust
Proximity Financial Partners is an independent, fiduciary financial advisory firm in Raleigh, North Carolina. Patrick W. Simpkins founded the firm. As fiduciaries, we must always act in your best interest. Therefore, we never put a product’s interest above yours. We provide comprehensive wealth management and financial planning. Our clients include individuals, retirees, business owners, and women managing significant financial decisions.
What Does “Fiduciary” Actually Mean?
A fiduciary financial advisor must act in your best interest at all times. This standard applies whether it’s convenient or not. Many financial professionals, however, only follow a lower “suitability” standard. Under that standard, they can recommend a suitable product even if a better option exists.
At Proximity Financial Partners, we offer advisory services through Arkadios Wealth. As a result, our recommendations stay independent and transparent. We don’t sell proprietary products. We also don’t earn more for steering you toward one strategy over another.
Quick facts:
Why Raleigh Clients Choose Proximity Financial Partners
- Local roots. Patrick Simpkins grew up in Raleigh and built the firm’s reputation here for over two decades.
- Listen-first process. We start every plan by listening to your story. Only then do we propose a strategy.
- Credentialed team. Our team holds CFA® charters, Series 7 & 66 licenses, and IRS Enrolled Agent status.
- No barrier desks. We keep things approachable and jargon-free. You shouldn’t need a finance degree to understand your plan.
Who We Serve
- Individuals and families building long-term wealth
- Retirees managing income, Social Security, and legacy planning
- Business owners integrating personal and business financial strategy
- Women navigating independently-led or shared financial decisions
- Clients going through major transitions (inheritance, divorce, career change)
Our Fiduciary Planning Process
Frequently Asked Questions
Is Proximity Financial Partners a fiduciary?
Yes. We offer advisory services through Arkadios Wealth. As a fiduciary firm, we always act in your best interest. We don’t base recommendations on commissions or product sales.
What’s the difference between a fiduciary and a broker?
A fiduciary must always act in your best interest. A broker, however, only needs to meet a “suitability” standard. That standard allows a broker to recommend a suitable product, even if a better option exists.
Does Proximity Financial Partners charge commissions?
We offer securities through Arkadios Capital, a member of FINRA/SIPC. We discuss our fee structure transparently before any engagement begins. Contact us directly for fee details specific to your situation.
Where is Proximity Financial Partners located?
We’re located at 8313 Six Forks Rd, Suite 209, Raleigh, NC 27615.
Who founded Proximity Financial Partners?
Patrick W. Simpkins founded Proximity Financial Partners. He grew up in Raleigh and has over two decades of experience in wealth planning.
