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
12.08.2025
Procyon acquires $500m Michigan RIA
Industry News/Trends
Procyon acquires $500m Michigan RIA December 8, 2025 By Alec Rich Connecticut RIA Procyon revealed one of its largest deals to date on Monday, as the firm continues to…
12.08.2025
Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Industry News/Trends
Dynasty-Backed Procyon Acquires $500M OLV Investment Group December 8, 2025 By Diana Britton Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty…
11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Industry News/Trends
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer. November 10, 2025 By Harris Baltch Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition…