Firm overview New dev
Firm overview New dev
You set the goals,we'll set the course
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.
1997
Predecessor advisory team formed by Phil Fiore
2014
Phil Fiore, The Financial Times Top Financial Adviser
2015
Phil Fiore, Barron’s Top 1,200 Financial Advisor
2015
Amber Kendrick, NAPA Top Women Advisors
2016
Amber Kendrick, NAPA Top Women Advisors: All Stars
2016
Chris Foster, NAPA Top 50 Plan Advisors Under 40
2017
Amber Kendrick, NAPA Top Women Advisors: All Stars
2018
Amber Kendrick, NAPA Top Women Advisors: All Stars
2018
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2019
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach
2020
Christopher Foster, The Financial Times Top Financial Adviser
2011
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year
2015
Barron’s Top 30 Institutional Consultant2016
Barron’s Top 30 Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
2017
Barron’s Top 30 Institutional Consultant
2019
National Association of Plan Advisors Top DC Advisor Team
2021
National Association of Plan Advisors Top DC Advisor Team
2023
12 Fastest-Growing RIAs: 2023
2023
Jerry Sneed, Top Next-Gen Wealth Advisors Best-In-State
2024
Jerry Sneed, Forbes Wealth Advisors Best-In-State2009
Five Procyon founders partner together2017
Procyon Partners founded2018
Procyon Strong Foundation established2019
NYC office opens Women Owning their Wealth (WOW) Collaborative formed2019
Procyon Benefits launched2021
Over $4.5 billion in total assets under advisement for 500+ families and institutions2021
Dan Limmer joins Procyon, adding an office in Palm Beach, FLOur 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.
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. AndWealthManagement – The Ultimate Entrée For The Independent Channel
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firmsInvestmentNews – What RIAs need to think about before partnering up
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. JulyInvestmentNews – Financial planners not playing games with GameStop
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks evenWealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating theWealth Solutions Report – How To Improve Your Service For Female Clients
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that hasFinancial Planning – Social Security is still in trouble. What should advisors tell their clients?
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly lessForbes – Methodology: Best-In-State Wealth Advisors 2024
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes inMARKET UPDATE: ALL ABOUT INTEREST RATES
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of lastWealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, givingOur 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.
1997
Predecessor advisory team formed by Phil Fiore2014
Phil Fiore, The Financial Times Top Financial Adviser2015
Phil Fiore, Barron’s Top 1,200 Financial Advisor2015
Amber Kendrick, NAPA Top Women Advisors2016
Amber Kendrick, NAPA Top Women Advisors: All Stars2016
Chris Foster, NAPA Top 50 Plan Advisors Under 402017
Amber Kendrick, NAPA Top Women Advisors: All Stars2018
Amber Kendrick, NAPA Top Women Advisors: All Stars2018
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2019
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Christopher Foster, The Financial Times Top Financial Adviser2011
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year2015
Barron’s Top 30 Institutional Consultant2016
Barron’s Top 30 Institutional Consultant2017
planadviser Top 100 Retirement Plan Advisers2017
Barron’s Top 30 Institutional Consultant2019
National Association of Plan Advisors Top DC Advisor Team2021
National Association of Plan Advisors Top DC Advisor Team2023
12 Fastest-Growing RIAs: 20232023
Jerry Sneed, Top Next-Gen Wealth Advisors Best-In-State2024
Jerry Sneed, Forbes Wealth Advisors Best-In-State2009
Five Procyon founders partner together2017
Procyon Partners founded2018
Procyon Strong Foundation established2019
NYC office opens Women Owning their Wealth (WOW) Collaborative formed2019
Procyon Benefits launched2021
Over $4.5 billion in total assets under advisement for 500+ families and institutions