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.
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
10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Marc Fischer
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long…
10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it…
09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
By Jerry Sneed
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…