Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
07.02.2026
How Independence Became Real for 4 Financial Advisors
Featuring Phil Fiore
How Independence Became Real for 4 Financial Advisors July 02, 2026 By Shirl Penney Our co-founder and CEO @Phil Fiore, Jr. was featured in Barron’s discussing what it meant for him and his co-founders to launch Procyon in 2017. A few days before launch,…
Read More06.10.2026
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
Featuring Phil Fiore
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers? June 10, 2026 By Tom Burroughes – Group Editor Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities. “We want our talent to perform at…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’
Featuring Phil Fiore
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’ May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re…
Read More04.28.2026
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore
Featuring Phil Fiore
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore April 28, 2026 By David Armstrong In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned…
Read More12.16.2025
WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More
Featuring Phil Fiore
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read More12.16.2025
CityBiz – Procyon Appoints Bevin Nealon as Vice President
Featuring Phil Fiore
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By CityBiz Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton,…
Read More12.16.2025
BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut
Featuring Phil Fiore
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By Sally Cates Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy and Personalized Wealth Planning SHELTON, Conn.–(BUSINESS WIRE)–Procyon, a nearly $9-billion independent RIA serving private clients…
Read More12.10.2025
HartfordBusiness – CT investment advisory firm makes $500M acquisition
Featuring Phil Fiore
CT investment advisory firm makes $500M acquisition December 10, 2025 By Michael Juliano Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan,…
Read More12.09.2025
WealthSolutionsReport – Procyon Buys $500 Million Firm With Offices In Michigan And Texas
Featuring Phil Fiore
Procyon Buys $500 Million Firm With Offices In Michigan And Texas December 9, 2025 By Jeff Berman ynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under…
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