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 100% employee-owned and 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
04.02.2025
WealthManagement.com – Next Gen Advisors Don’t Want to be Cold Callers
Industry News/Trends
By Phil Fiore
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance…
03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gal...
Industry News/Trends
By Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to…
02.14.2025
InvestmentNews – Proactivity is key to client satisfaction, and it’s lagging
Industry News/Trends
By Bob Alimena
FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance.…