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Passionate about
our clients' success

Trust, transparency, results – the bedrocks of our firm

A fulfilling financial journey requires trust, open and honest communication and a commitment to long-term results. Procyon lives and breathes these values in our day-to-day interactions with our institutional and individual 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
institutional clients

A comprehensive institutional consulting platform serving a broad range of retirement plans, endowments, foundations and non-profit organizations.

How we serve
individual investors

Comprehensive financial planning and investment and risk management supporting affluent individuals, families and professionals/business owners.

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.