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.
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
04.10.2026
Can a QCD Go to a Donor-Advised Fund?
Retirement plans
Although it may not seem obvious, charitable giving plays a vital role in retirement planning, offering retirees a way to support meaningful causes while optimizing their financial strategies. Among the…
04.01.2026
Is Money Destroying Your Relationship? Advice From Money Pros.
Industry News/Trends
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance…
03.31.2026
How a former Marine built a veteran niche on LinkedIn
Industry News/Trends
By Andy Leung
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a…