Prospective advisors
Prospective Advisors
The Procyon advisor advantage
We built Procyon Partners to be an independent, employee-owned financial advisory firm to welcome additional advisors to the fiduciary world, whether from a wirehouse, regional broker or existing RIA.
Registered Investment Advisors (RIAs) and Financial Advisors (FAs) partner with us to capitalize on our growth mindset and the global, open-architecture resources of a big firm delivered through a boutique structure. We take the middle- and back-office burden off your plate, allowing you to focus on your core competencies and build better client relationships.
In 2021, we launched Procyon Benefits, which focuses on serving employers and employee benefit plans. This area of business complements our broad portfolio of services and helps us meet more of our clients’ needs.
Join our award-winning team and embrace our client-centric culture and commitment to providing high-quality service and expertise.
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
Procyon has chosen to engage the services of Dynasty Financial Partners – one of the industry’s pre-eminent independent advisor platforms.
Dynasty’s fully customizable technology platform gives Procyon end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Dynasty integrates all our strategic partners
Custodians
