Whether you’re a young adult just starting out in your career, a mid-careerprofessional saving for retirement or a retiree looking to manage your savings, Procyon has something to offer you.
Building wealth, building trust:
Why Procyon is the fiduciary you can count on
At Procyon, we understand that managing wealth is about much more than just investments. Our clients come to us seeking a comprehensive approach that encompasses all aspects of their financial lives, including taxes, insurance, estate planning and more. We pride ourselves on being a 100% independent fiduciary, which means that our clients can trust us to act in their best interests at all times. We can help you craft a vision of the future you want and then support it with a financial plan that serves as a roadmap for making that future a reality.
Our team of Certified Financial Planners (CFPs®) has extensive experience helping individuals, families and business owners achieve their personal and professional goals. Understanding that every client’s financial situation is unique, we create tailor-made financial plans that align with their needs.
We focus on being your trusted Investment Advisor and managing your portfolio using prudent fiduciary governance practices.
Access leading tax, accounting and consulting services tailored to you or your business’s needs.
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.
Procyon Risk provides comprehensive, custom and consultative insurance solutions for personal and commercial clients.
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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.
As your trusted employee benefits partners, our custom approach helps ensure your benefits offering is innovative, cost effective and attracts and retains top talent.
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.
Options for every client size, at every stage of your journey
PROCYON NAVIGATOR
For clients just starting to build wealth or who prefer an exclusively digital experience using managed portfolios to reach their goals.
PROCYON PRIVATE CLIENT
For clients with young families and growing needs through to retirees with a portfolio of up to $10 million. Core services include financial planning, investment management and a dedicated Procyon advisor.
PROCYON PRIVATE WEALTH
For clients with established portfolios (>$10 million), complex needs and who also value our concierge services.
Competitive and transparent fee structure
Assets < $1 million: 1.25%
Between $1 million and $5 million: 1.00%
Between $5 million and $10 million: 0.75%
Between $10 million and $20 million: 0.65%
Between $20 million and $50 million: 0.55%
Between $50 million and $100 million: 0.45%
Over $100 million: Negotiable
Don’t settle for less when it comes to your financial future. Contact us today and experience the difference that trust, transparency and results can make in your life.
See our approach in action
SUDDENLY SINGLE
At 60 years old, Mary found herself divorced and fearful for her financial future. Whereas her ex had previously taken the lead on money management for their household, Mary was…
Small business owner scaling up
Tom has a good problem – his small business is thriving. This limits the time he can spend with his family or on his finances. His experience working with four different…
Busy corporate executive achieving financial focus
Alex has accumulated significant wealth during her successful career. While she enjoys what she does, it’s stressful and keeps her extremely busy. With little…