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Prospective Advisors

The Procyon advisor advantage

We built Procyon Partners as 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.

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

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. This relationship enables us to leverage best-in-class technology, research and investment solutions for the benefit of our clients and our RIAs.

Dynasty’s detailed, hands-on process guides you through every step of transitioning your practice to Procyon, from business formation and office setup to marketing and communications strategy and managing vendor relationships.

Dynasty integrates all our strategic partners

Dynasty Financial Partners
Black Diamond Performance Reporting
Envestnet
Callan
MPI
iCaptial Network
MoneyGuidePro
Morningstar

Custodians

Fidelity Investments
Charles Schwab