- Predecessor advisory team formed by Phil Fiore
We manage financial complexity with an ability to identify, communicate and resolve the challenges our clients face. Simplifying your financial life is what we do best. And we do it through creative thinking to put you on course to achieving your distinct goals and desired outcomes.
Our values underpin everything we do and reflect what we aspire to be.
Being honest, having strong morals and doing what’s right.
Allowing someone to have, use or look after someone or something of importance or value with confidence and comfort.
Owning your worth to your partners, colleagues and clients.
Having experience, knowledge, good judgement and a willingness to share your perspective, so others can learn from you.
Being a supportive partner because we’re all in this together.
These are the things we value – and why our clients value us.
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.
We founded Procyon in 2017 because our clients were seeking a more comprehensive range of wealth management services and solutions delivered by objective fiduciaries. At Procyon, we are dedicated to working exclusively in our clients’ best interests and we put our fiduciary commitment to you in writing. By choosing to be independent, we are proud to attract a loyal clientele appreciative of our insightful advice, informed decision-making and personalized service.
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
12 Fastest-Growing RIAs: 2023
National Association of
Plan Advisors Top DC Advisor Team
National Association of
Plan Advisors Top DC Advisor Team
Barron’s Top 30
Institutional Consultant
planadviser Top 100 Retirement Plan Advisers
Barron’s Top 30
Institutional Consultant
Barron’s Top 30
Institutional Consultant
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year
Jerry Sneed,
Forbes
Wealth Advisors
Best-In-State
Jerry Sneed,
Top Next-Gen
Wealth Advisors
Best-In-State
Christopher Foster,
The Financial Times Top Financial Adviser
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
Amber Kendrick,
NAPA Top Women Advisors: All Stars
Amber Kendrick,
NAPA Top Women Advisors: All Stars
Chris Foster,
NAPA Top 50 Plan
Advisors Under 40
Amber Kendrick,
NAPA Top Women Advisors: All Stars
Amber Kendrick,
NAPA Top Women Advisors
Phil Fiore,
The Financial Times Top Financial Adviser