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
05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
By Bob Alimena
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
Barron’s – Why Financial Advisors Sometimes Switch Client Niches
Industry News/Trends
By Jerry Sneed
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
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin The...
Industry News/Trends
By James Diver
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…