Trust, transparency, results – the bedrocks of our firm

A fulfilling partnership requires trust, open and honest communication, with an unwavering commitment to long-term results. Procyon lives and breathes these values in our day-to-day interactions with our individual, institutional and employer clients to forge relationships that last.

Innovative solutions that serve our clients

We strive to creatively solve client problems with tailored investment solutions, taking the time to be strategic partners and advisors. This requires a deep toolkit, a true understanding of risk and reward, and a commitment toward shared outcomes. Depend on Procyon as your trusted partner, every step of the way.

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.

Get to know us better

Learn 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.

Recognized for excellence

We have been nationally recognized for our leadership as a top firm in institutional and retirement plan consulting.

Committed to 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.