Shares our focus in putting the client first and going the extra mile for them.
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.
Knows that a great work environment is critical and stays motivated to partner with peers, colleagues and clients to attain stronger solutions.
Brings wealth management skills and capabilities that serve as the foundation for our unique client service model.
Contributes to the success of the organization with a strong work ethic and fresh ideas.
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.