Building wealth, building trust:
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 always act in their best interests. 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.
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…
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…
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%
Over $50 million: Negotiable – Family Office Services
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.