Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
12.09.2025
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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FWP – Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV
Featuring Phil Fiore
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV December 9, 2025 By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…
Read More12.09.2025
PrivateBanker – Procyon acquires OLV to expand presence in US
Featuring Phil Fiore
Procyon acquires OLV to expand presence in US December 9, 2025 By Vidyasagar Maddela S-based registered investment advisory (RIA) firm Procyon Partners has acquired OLV Investment Group to expand its footprint into the Midwest and South. OLV is a wealth management firm operating…
Read More12.08.2025
BusinessWire – Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion
Featuring Phil Fiore
Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion December 8, 2025 By Amiee Watts PROCYON EXPANDS NATIONAL PRESENCE WITH ADDITION OF OLV INVESTMENT GROUP, BRINGING TOTAL CLIENT ASSETS TO NEARLY $9 BILLION Acquisition Adds…
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CityWire – Procyon acquires $500m Michigan RIA
Featuring Phil Fiore
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 scale up since selling a stake to Constellation Wealth Capital (CWC) earlier this year. Procyon’s…
Read More12.08.2025
Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Featuring Phil Fiore
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 Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500…
Read More11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Featuring Phil Fiore
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 target that believes that we, as a collective, are better together. If they believe a…
Read More10.29.2025
Benefits Think Why more employers are embracing total benefits consulting
Featuring Sean Rabinowitz and Tom Gahan
Benefits Think Why more employers are embracing total benefits consulting October 29, 2025 By Sean Rabinowitz Thomas Gahan As the lines between financial wellness and physical well-being continue to blur in today’s workplace, employers are rethinking how they deliver employee benefits. The result is a…
Read More10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Featuring Phil Fiore
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
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