Building wealth, building trust:
At Procyon, we understand that managing wealth is about much more than just investments. Our clients come to us seeking a comprehensive approach that encompasses all aspects of their financial lives, including taxes, insurance, estate planning and more. We pride ourselves on being a 100% independent fiduciary, which means that our clients can trust us to always act in their best interests. We can help you craft a vision of the future you want and then support it with a financial plan that serves as a roadmap for making that future a reality.
Our team of Certified Financial Planners (CFPs®) has extensive experience helping individuals, families and business owners achieve their personal and professional goals. Understanding that every client’s financial situation is unique, we create tailor-made financial plans that align with their needs.
Answer the big question: “When can I afford to retire?”
Ensure your wishes are fulfilled and your family is protected, from the basic planning documents everyone should have up to more complex strategies.
Efficiently allocate your discretionary cash flow.
Along the journey to achieving your goals, stay proactive about what could go wrong and your options to transfer the risk.
Under our guidance and discretion, have your portfolio managed using Procyon strategies or third-party institutional managers to best accomplish your goals.
compensation management
Get help with the added complexity of stock-based compensation plans.
For families requiring special care for their special needs child.
Our Certified Financial Planners will lay out a plan to achieve your goals and enable you to feel more confident in your future.
See our approach in action
SUDDENLY SINGLE
At 60 years old, Mary found herself divorced and fearful for her financial future. Whereas her ex had previously taken the lead on money management for their household, Mary was…
Busy corporate executive achieving financial focus
Alex has accumulated significant wealth during her successful career. While she enjoys what she does, it’s stressful and keeps her extremely busy. With little…
Competitive and transparent fee structure
Our fees are designed to be competitive and aligned with the value we provide. To learn more about our pricing and how we can help you achieve your financial goals, please reach out to our team for a personalized consultation