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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.
Discover more about who we are and how we can help.
05.14.2025
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out…
05.12.2025
Industry News/Trends
May 12, 2025 By Anne Field Robert Persichitte launched his wealth management firm, Delagify Financial, in 2021 with a specific client niche in mind: practicing Catholics interested in ethical investing…
05.03.2025
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory…