Our services

Focus on what you do best.
Leave the rest to us

Our services

Procyon has a dual focus on providing fiduciary investment and employee benefits advisory services to institutions and retirement plans and personal wealth management services to individuals and families. We make it our goal to help our clients achieve theirs.

Individual investors

Our integrated approach to financial planning, investment management and ongoing advice simplifies financial decisions for our clients and helps them successfully navigate their unique life journey.

Institutional investors

We focus on being your trusted Investment Advisor and managing your portfolio using prudent fiduciary governance practices.

Employee benefits

As your trusted employee benefits partners, our custom approach helps ensure your benefits offering is innovative, cost effective and attracts and retains top talent.

Tax & Accounting

Access leading tax, accounting and consulting services tailored to you or your business’s needs.