Prospective Advisors

Discover the Procyon advisor advantage

As an independent, employee-owned financial advisory firm, we’re excited to welcome advisors from wirehouses, regional brokers and existing RIAs to join us in the fiduciary world.

Partnering with Procyon means you gain access to a boutique structure that delivers global, open architecture resources of a large firm. Our growth mindset sets us apart, allowing us to take the middle- and back-office burden off your shoulders, freeing up your time to focus on your core competencies and build stronger client relationships.

By joining our award-winning team, you can embrace our client-centric culture and commitment to providing high-quality service and expertise.

Explore our Great to Exceptional video series

Welcome to our “Great to Exceptional” video series, designed specifically for advisors who aspire to elevate their practice and achieve exceptional success. Whether you are a seasoned advisor, an entrepreneur, a professional, or someone passionate about personal growth, our series offers invaluable insights and practical tips to take your expertise from great to exceptional.

(Ep. 1) Discover the ideal Procyon Partners advisor — driven, team-focused, and ready to be part of something bigger.

(Ep. 2) Meet a Procyon Advisor: Enhancing services to enhance client relationships & drive business growth.

(Ep. 3) Learn how Caroline's prior corporate career skills prepared her for success as an advisor and a strong client advocate.

(Ep. 4) Hear how a successful Procyon merger broke barriers, accelerated growth, and created synergy for clients and the team.

(Ep. 5) Hear why Procyon was the ideal fit for Frank's team and explore how our firm could benefit your own business journey.

(Ep. 6) Learn why this entrepreneurial advisor chose Procyon as the best path for his clients and business.

(Ep. 7) Making the Move: Hear one independent advisor's decision to join Procyon.

(Ep. 8) Dive into Procyon's verticals with the President of Procyon Benefits and the advantages of comprehensive services.

Offering RIAs and
FAs something different

Big-firm infrastructure and resources, small-firm collegiality
Growth focus
Potential equity ownership
Succession and contingency planning
Open-architecture model for greater choice, independence and results
Benefits & insurance consulting

What we look for in a prospective advisor

Clients 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.

Our resource
partners

We engage the services of Dynasty Financial Partners, a leading independent advisor platform in the financial industry.

Through Dynasty’s fully customizable technology platform, Procyon gains end-to-end business support from a proven team, plus unparalleled access to distinctive products. This partnership enables us to provide our clients with more efficient, cost-effective and comprehensive services.

With Dynasty’s diverse platform of portfolio managers, research firms and other providers, we can deliver objectivity, transparency and trust. This allows us to provide our clients with the most suitable solutions to meet their financial needs.

At Procyon, we’re committed to delivering the best possible financial solutions to our clients. Our partnership with Dynasty Financial Partners is an important step towards fulfilling that commitment.