You set the goals, we’ll set the course
Leading from a position of trust
At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients’ trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.
Your strategic partner and advisor
As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.
Institutional Investors
& Retirement Plans
We focus on being your trusted Investment Advisor and managing your portfolio using prudent fiduciary governance practices.
Tax & Accounting
Access leading tax, accounting and consulting services tailored to you or your business’s needs.
Risk Management & Insurance
Procyon Risk provides comprehensive, custom and consultative insurance solutions for personal and commercial clients.
Employee Benefits
As your trusted employee benefits partners, our custom approach helps ensure your benefits offering is innovative, cost effective and attracts and retains top talent.
Personal Wealth Management
Our integrated approach to financial planning, investment management and ongoing advice simplifies financial decisions for our clients and helps them successfully navigate their unique life journey.
Get to know us better
Discover more about who we are and how we can help.
Proudly independent
We are held to the industry’s highest fiduciary standards in order to bring you non-biased, timely and actionable advice.
Committed to the community
Our strong culture of service, gratitude and desire to make a meaningful impact is at the heart of all our charitable and community initiatives.
For prospective advisors
Partner with us and experience the benefits of our growth mindset and global resources. Let us take the middle- and back-office burden off your plate.
How we serve
individual investors
Comprehensive financial planning and investment and risk management supporting affluent individuals, families and professionals/business owners.
How we serve
institutional investors
A comprehensive institutional consulting platform serving a broad range of retirement plans, endowments, foundations and non-profit organizations.
How we serve employers & employee benefit plans
A comprehensive, tailored approach to employee benefits consulting services to support organizations, human resources and employees.
How we serve your tax & accounting needs
Leading tax, accounting and consulting services for individuals and businesses, in partnership with Seperack & Company, LLC.
Featured media & insights
10.25.2026
Why Changing Your Portfolio Before Midterm Elections Can Be a Mistake
Industry News/Trends
Why Changing Your Portfolio Before Midterm Elections Can Be a Mistake Oct 25, 2026 By Kyle Woodley With the midterms approaching, a Nationwide survey found that 40% of investors…
10.13.2026
The Election is an Event. Investing is a Process.
Monthly market commentary
The Election is an Event. Investing is a Process. Data through the 10/14/2026 market close, including September inflation; other figures as of the dates shown. Bottom Line. As the November…
10.07.2026
Here Are Advisor Firms’ Go-To Business Metrics
Industry News/Trends
By Phil Fiore
Here Are Advisor Firms’ Go-To Business Metrics October 07, 2026 By Steve Garmhausen Our CEO Phil Fiore, Jr. CIMA® told Barron’s Advisor that net organic growth is the number…