Firm overview New dev

You set the goals,
we'll set the course
Firm overview New dev

Our history

We founded Procyon in 2017 because we believed clients deserve a wide range of services and solutions delivered in a transparent manner by fiduciaries. We work only for our clients. By choosing to be independent and avoiding the pitfalls inherent in other business models, we are proud to attract a loyal clientele appreciative of our informed decision-making, personalized service and ability to simplify the many facets of their financial lives.

lients first

Shares our focus in putting the client first and going the extra mile for them.

Growth oriented

Helps to foster an environment of growth and efficiency while supporting our vision of being one of the most powerful brands in the RIA space.

Collaborative mindset

Knows that a great work environment is critical and stays motivated to partner with peers, colleagues and clients to attain stronger solutions.

Professionalism

Brings wealth management skills and capabilities that serve as the foundation for our unique client service model.

Innovation

Contributes to the success of the organization with a strong work ethic and fresh ideas.

Procyon is the name of a navigational star that has guided sailors for millennia. One of only a few stars in the night sky with a twilight appearance, its brightness provides navigators with a trusted, unwavering point to help them chart their course. To the naked eye, Procyon appears as one of the brightest stars in the sky, but it’s actually a binary star – two stars closely orbiting each other.

Our history

We founded Procyon in 2017 because we believed clients deserve a wide range of services and solutions delivered in a transparent manner by fiduciaries. We work only for our clients. By choosing to be independent and avoiding the pitfalls inherent in other business models, we are proud to attract a loyal clientele appreciative of our informed decision-making, personalized service and ability to simplify the many facets of their financial lives.

Our history

We founded Procyon in 2017 because we believed clients deserve a wide range of services and solutions delivered in a transparent manner by fiduciaries. We work only for our clients. By choosing to be independent and avoiding the pitfalls inherent in other business models, we are proud to attract a loyal clientele appreciative of our informed decision-making, personalized service and ability to simplify the many facets of their financial lives.

Our history1

We founded Procyon in 2017 because we believed clients deserve a wide range of services and solutions delivered in a transparent manner by fiduciaries. We work only for our clients. By choosing to be independent and avoiding the pitfalls inherent in other business models, we are proud to attract a loyal clientele appreciative of our informed decision-making, personalized service and ability to simplify the many facets of their financial lives.

Our history

We founded Procyon in 2017 because we believed clients deserve a wide range of services and solutions delivered in a transparent manner by fiduciaries. We work only for our clients. By choosing to be independent and avoiding the pitfalls inherent in other business models, we are proud to attract a loyal clientele appreciative of our informed decision-making, personalized service and ability to simplify the many facets of their financial lives.