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.
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.