Our Story

Phil Proulx's practice is built on a foundation of generational knowledge, meticulous education, and a deep-seated commitment to serving families. His story is not one of a sudden launch, but of a deliberate, decade-long apprenticeship.

The Foundation of Trust
Our founder, Phil Proulx, began his career in financial services in 2011, not as an advisor, but as an administrative assistant, working side-by-side with his father. For three crucial years, Phil prioritized education over immediate sales. He immersed himself in understanding complex financial products and mastering the process of building a financial plan that is easily understood, executed, and measured.

It was only in 2014, armed with this thorough knowledge, that Phil confidently welcomed his first client.

Building Knowledge and Experience, Securing the Future
Over the next decade, Phil earned his stripes, solidifying his knowledge and experience not just in wealth management, but in the critical area of taxation. In 2018, he earned the Enrolled Agent (EA) designation—the highest credential the IRS awards—and simultaneously founded his own firm, Proulx Family Financial.

This groundwork ensured a seamless transition when the time came to take the reins. Phil acquired his father's established financial planning business in 2020 and the tax preparation firm in 2021.

A Consolidated Vision
Today, Proulx Family Financial has consolidated all efforts into a single, comprehensive office in North Chelmsford, MA. This unified approach allows us to deliver a complete picture of your financial life—bridging the gap between complex tax strategy and robust wealth planning.

Since taking proprietorship, Phil has steadily grown both practices, proving that dedication to education and client service is the key to lasting success.

We welcome you to participate in our full suite of services, from professional tax preparation to in-depth multi-generational wealth planning, all delivered with the commitment and continuity that defines the Proulx Family legacy.

Mission Statement:
The most important person in our organization is you.

Our Motto:
The more you do for others, the more you do for you.

Vision Statement:
Cultivate a community based on CBI for all, family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine. 

We invite you to embrace our culture!

We encourage all associates and employees to freely share ideas and things that work for them. This is our culture in action!  Through the principle of CBI, each of us, helps one another become successful.

"Culture trumps everything else in an organization." DENIS WALSH | President & CEO

"The industry has been going through the most dynamic period of change that I have observed in my career in the business.  Without question, we are in the most volatile era of change in every aspect of what we do.  I think I have some ideas of how to take advantage of the opportunities these dramatic changes present and that thought excites and challenges me immensely." John P. Walsh