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 * About us
    * Firm overview
    * Our team
    * In the community
    * 

 * Our services
    * Personal Wealth Management
    * Institutional Investors & Retirement Plans
    * Employee Benefits
    * Tax & Accounting
    * Risk Management & Insurance

 * Prospective advisors
 * Media & Insights
 * Contact us
 * Client login


 * ABOUT US
   
   * Firm overview
   * Our team
   * In the community
   * 


 * OUR SERVICES
   
   * Personal Wealth Management
   * Institutional Investors & Retirement Plans
   * Employee Benefits
   * Tax & Accounting
   * Risk Management & Insurance
 * Prospective advisors
 * Media & Insights
 * Contact us
 * Client login

You set the goals, we’ll set the course


LEADING FROM A POSITION OF TRUST

At Procyon, we believe open communication, strong accountability and
demonstrated value are paramount to building lasting client relationships with
individuals, institutions and employers. We are our clients’ trusted financial
partner, working to simplify the complex so they have peace of mind while
pursuing their financial goals.


YOUR STRATEGIC PARTNER AND ADVISOR

As your strategic partner and advisor, we work collaboratively with you to find
creative and flexible investment solutions that are tailored to meet your needs.
This requires us to have a deep toolkit, to be astute in our advice and
committed to delivering the best outcome for all parties. You can depend on
Procyon, every step of the way.

Institutional Investors
& Retirement Plans
We focus on being your trusted Investment Advisor and managing your portfolio
using prudent fiduciary governance practices.
Tax & accounting
Access leading tax, accounting and consulting services tailored to you or your
business’s needs.
Risk Management & Insurance
Procyon Risk provides comprehensive, custom and consultative insurance solutions
for personal and commercial clients.
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.
Personal Wealth Management
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.




GET TO KNOW US BETTER

Discover more about who we are and how we can help.


PROUDLY INDEPENDENT

We are 100% employee-owned and held to the industry’s highest fiduciary
standards in order to bring you non-biased, timely and actionable advice.

Experience our advice


COMMITTED TO THE COMMUNITY

Our strong culture of service, gratitude and desire to make a meaningful impact
is at the heart of all our charitable and community initiatives.

See how we give back


FOR PROSPECTIVE ADVISORS

Partner with us and experience the benefits of our growth mindset and global
resources. Let us take the middle- and back-office burden off your plate.

Partner with procyon


HOW WE SERVE
INDIVIDUAL INVESTORS

Comprehensive financial planning and investment and risk management supporting
affluent individuals, families and professionals/business owners.

Learn More


HOW WE SERVE
INSTITUTIONAL INVESTORS

A comprehensive institutional consulting platform serving a broad range of
retirement plans, endowments, foundations and non-profit organizations.

Learn More


HOW WE SERVE EMPLOYERS & EMPLOYEE BENEFIT PLANS

A comprehensive, tailored approach to employee benefits consulting services to
support organizations, human resources and employees.

Learn More


HOW WE SERVE YOUR TAX & ACCOUNTING NEEDS

Leading tax, accounting and consulting services for individuals and businesses,
in partnership with CironeFriedberg.
Learn More


FEATURED MEDIA & INSIGHTS

11.21.2023


RIDING THE WAVES OF CHANGE: THE PARADIGM SHIFT IN ASSET ALLOCATION AMIDST RISING
INTERE...

Industry News/Trends

By Jim Jeffery The Non-Profit Navigator

A paradigm shift is an important change that happens when the usual way of
thinking about or doing something is replaced by a new or different way.
Paradigm shifts very…

Learn More

11.14.2023


HONORING ADVISORS WHO SERVE(D): VETERANS DAY, 2023 – THINK ADVISOR

Industry News/Trends

By Andy Leung

In honor of Veterans Day and National Veterans and Military Families Month,
we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d)
compilation, in which we highlight stories of veterans…

Learn More

10.27.2023


INVESTMENTNEWS – SMAS OUTPACE MUTUAL FUNDS FOR WEALTHIER CLIENTS, REPORT SHOWS

Industry News/Trends

By Jeff Farrar

Affluent investors have been pouring money into separately managed accounts and
turning slightly away from mutual funds, a new consumer research report shows.
As of 2022, 22% of U.S. households…

Learn More
Read More


NAVIGATION

Home
Firm Overview
Our Team
In The Community

Media & Insights
Contact Us
Disclosures


SERVICES

Personal Wealth Management
Institutional Investors & Retirement Plans
Employee Benefits

Tax & Accounting
Risk Management & Insurance

CONNECT WITH US