Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Featuring Procyon
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
Read More09.14.2023
Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
Featuring Procyon
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will lose it all by the second generation (fortune recommends, Dec. 14, 2022). How could this…
Read More12.22.2022
Kiplinger’s Personal Finance – Pension Payout Article
Featuring Procyon
If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.
Read More12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
Featuring Procyon
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read More11.09.2022
AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Featuring Procyon
With Addition of Team, $5.5 Billion Procyon Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior…
Read More11.08.2022
Family Wealth Report – Who’s Moving Where In Wealth Management? – Procyon Partners
Featuring Procyon
The latest senior moves in the North American wealth management sector. Procyon Procyon, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client service associate,…
Read More11.07.2022
Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Featuring Procyon
10.07.2022
Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena
Featuring Procyon
08.17.2022
FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ
Featuring Procyon
“Built by FAs for FAs,” Procyon can “fully understand the issues and stresses” that advisors experience, according to chief executive officer Phil Fiore. FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm…
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