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.
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.
Discover more about who we are and how we can help.
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.
Our strong culture of service, gratitude and desire to make a meaningful impact is at the heart of all our charitable and community initiatives.
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.
Comprehensive financial planning and investment and risk management supporting affluent individuals, families and professionals/business owners.
A comprehensive institutional consulting platform serving a broad range of retirement plans, endowments, foundations and non-profit organizations.
A comprehensive, tailored approach to employee benefits consulting services to support organizations, human resources and employees.
08.20.2024
Industry News/Trends
Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and Shook Research as top Next-Gen Wealth Advisors Best-In-State for 2024. This prestigious honor highlights their exceptional expertise and dedication to their clients, solidifying their positions…
Learn More08.09.2024
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…
Learn More07.29.2024
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
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