Our Services

Procyon serves as a true partner, creating an exceptional experience for our institutional clients, plan sponsors and their participants.

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on:

  •  Helping institutions prudently manage the retirement plans, endowments and foundations that fall under their stewardship.
  • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, investment and risk management.

Institutional Consulting from Procyon Institutional Partners

In our role as a retirement plan advisor, we are driven to educate our clients on how to effectively optimize their retirement programs, protect their savings, and utilize effective investments in the context of pursuing their long-term goals. Our team has been recognized for our commitment to our clients by numerous independent publications including PLANSPONSOR magazine as its "2011 Retirement Plan Advisory Team of the Year" and by Barron's as one of the "Top 30 Institutional Consulting Teams" in 2015, 2016 and 2017. We have also been recognized by planadviser magazine as one of the Top 100 Retirement Plan Consulting Teams in the country from 2008 through 2017.

The core institutional consulting services we provide to our clients include:

Defined Contribution plan consulting services

  • Plan design support
  • Participant communication & education planning
  • Plan benchmarking review
  • Recordkeeper search and selection
  • ERISA 404(c) compliance support
  • QDIA determination support
  • Plan merger and acquisition support
  • Special investment product evaluation
    • Stable value review
    • Target date fund review
    • Asset allocation program review

Defined Benefit plan consulting services

  • Asset/liability modeling
  • Liability driven investing support
  • Defined benefit plan termination
  • Custodian, directed trustee and pay agent search and evaluation

Endowment and foundation consulting services

  • Asset allocation modeling
  • Spending policy support

Our objective is to help you simplify your financial decision-making, so you will be empowered to spend more time on what matters most to you.

We can achieve this by taking a comprehensive look at how to most effectively solve the interrelated challenges you face in planning your finances and managing your investments.

Our experienced team partners with our clients to address their more immediate challenges while simultaneously plotting a course to achieve their long-term dreams and objectives. Because we focus on building lasting relationships, Procyon is with you as a partner every step of the way, anticipating how to plan for and react to life’s inevitable twists and turns.

As your fiduciary, we will offer objective solutions to help assuage your concerns about the financial well-being of your family, right now, and in the future.

Some of the private wealth services we focus on include:

Wealth accumulation

  • Financial planning
  • Establishing financial security
  • Planning for a comfortable retirement
  • Building liquidity
  • Funding education for children or grandchildren
  • Saving for a major expenditure or investment

Wealth preservation and risk control

  • Aligning portfolio objectives with a changing lifestyle
  • Preserving assets and income in the event of disability, long-term care, or death
  • Managing retirement fund (accumulation and distribution)
  • Reducing taxes
  • Improving cash flow

Wealth transfer

  • Creating your legacy
  • Managing estate taxes
  • Gifting during lifetime
  • Testamentary transfers to beneficiaries
  • Maximize employee/executive compensation plans
  • Planning strategic philanthropy