Firm overview
FIRM OVERVIEW
Clients first
and foremost
Driven by our client-first ethos, we strive to provide thoughtful, relevant and innovative solutions to meet your immediate needs, while setting you on a path to your desired future.
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.
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 institutions