Prospective advisors
Prospective Advisors
Discover the Procyon advisor advantage
As an independent, employee-owned financial advisory firm, we’re excited to welcome advisors from wirehouses, regional brokers and existing RIAs to join us in the fiduciary world.
Partnering with Procyon means you gain access to a boutique structure that delivers global, open architecture resources of a large firm. Our growth mindset sets us apart, allowing us to take the middle- and back-office burden off your shoulders, freeing up your time to focus on your core competencies and build stronger client relationships.
By joining our award-winning team, you can embrace our client-centric culture and commitment to providing high-quality service and expertise.
Offering RIAs and
FAs something different
- Big-firm infrastructure and resources, small-firm collegiality
- Growth focus
- Potential equity ownership
- Succession and contingency planning
- Open-architecture model for greater choice, independence and results
- Benefits & insurance consulting
What we look for in a prospective advisor
Clients first
Shares our focus in putting the client first and going the extra mile for them.
Growth oriented
Helps to foster an environment of growth and efficiency while supporting our vision of being one of the most powerful brands in the RIA space.
Collaborative mindset
Knows that a great work environment is critical and stays motivated to partner with peers, colleagues and clients to attain stronger solutions.
Professionalism
Brings wealth management skills and capabilities that serve as the foundation for our unique client service model.
Innovation
Contributes to the success of the organization with a strong work ethic and fresh ideas.
Our resource
partners
We engage the services of Dynasty Financial Partners, a leading independent advisor platform in the financial industry.
Through Dynasty’s fully customizable technology platform, Procyon gains end-to-end business support from a proven team, plus unparalleled access to distinctive products. This partnership enables us to provide our clients with more efficient, cost-effective and comprehensive services.
With Dynasty’s diverse platform of portfolio managers, research firms and other providers, we can deliver objectivity, transparency and trust. This allows us to provide our clients with the most suitable solutions to meet their financial needs.
At Procyon, we’re committed to delivering the best possible financial solutions to our clients. Our partnership with Dynasty Financial Partners is an important step towards fulfilling that commitment.
Dynasty integrates all our strategic partners
Custodians
