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.
& Retirement Plans
We focus on being your trusted Investment Advisor and managing your portfolio using prudent fiduciary governance practices.
Access leading tax, accounting and consulting services tailored to you or your business’s needs.
Procyon Risk provides comprehensive, custom and consultative insurance solutions for personal and commercial clients.
As your trusted employee benefits partners, our custom approach helps ensure your benefits offering is innovative, cost effective and attracts and retains top talent.
Our integrated approach to financial planning, investment management and ongoing advice simplifies financial decisions for our clients and helps them successfully navigate their unique life journey.
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 CironeFriedberg.
Featured media & insights
11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...
Industry News/Trends
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Industry News/Trends
By Andy Leung
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans…
10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Industry News/Trends
By Jeff Farrar
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households…