testing dev
1997
Predecessor advisory team formed by Phil Fiore
2014
Phil Fiore, The Financial Times Top Financial Adviser
2015
Phil Fiore, Barron’s Top 1,200 Financial Advisor
2015
Amber Kendrick, NAPA Top Women Advisors
2016
Amber Kendrick, NAPA Top Women Advisors: All Stars
2016
Chris Foster, NAPA Top 50 Plan Advisors Under 40
2017
Amber Kendrick, NAPA Top Women Advisors: All Stars
2018
Amber Kendrick, NAPA Top Women Advisors: All Stars
2018
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2019
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach
2020
Christopher Foster, The Financial Times Top Financial Adviser
2011
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year
2015
Barron’s Top 30 Institutional Consultant2016
Barron’s Top 30 Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
2017
Barron’s Top 30 Institutional Consultant
2019
National Association of Plan Advisors Top DC Advisor Team
2021
National Association of Plan Advisors Top DC Advisor Team
2023
12 Fastest-Growing RIAs: 2023
2023
Jerry Sneed, Top Next-Gen Wealth Advisors Best-In-State
2024
Jerry Sneed, Forbes Wealth Advisors Best-In-State
2024
Forbes Top RIA Firms 20242009
Five Procyon founders partner together2017
Procyon Partners founded2018
Procyon Strong Foundation established2019
NYC office opens Women Owning their Wealth (WOW) Collaborative formed2019
Procyon Benefits launched2021
Over $4.5 billion in total assets under advisement for 500+ families and institutions2021
Dan Limmer joins Procyon, adding an office in Palm Beach, FL1997
Predecessor advisory team formed by Phil Fiore2014
Phil Fiore, The Financial Times Top Financial Adviser2015
Phil Fiore, Barron’s Top 1,200 Financial Advisor2015
Amber Kendrick, NAPA Top Women Advisors2016
Amber Kendrick, NAPA Top Women Advisors: All Stars2016
Chris Foster, NAPA Top 50 Plan Advisors Under 402017
Amber Kendrick, NAPA Top Women Advisors: All Stars2018
Amber Kendrick, NAPA Top Women Advisors: All Stars2018
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2019
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Caroline Wetzel, Natural Nutmeg Magazine: 10Best Life/Business Coach2020
Christopher Foster, The Financial Times Top Financial Adviser2011
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year2015
Barron’s Top 30 Institutional Consultant2016
Barron’s Top 30 Institutional Consultant2017
planadviser Top 100 Retirement Plan Advisers2017
Barron’s Top 30 Institutional Consultant2019
National Association of Plan Advisors Top DC Advisor Team2021
National Association of Plan Advisors Top DC Advisor Team2023
12 Fastest-Growing RIAs: 20232023
Jerry Sneed, Top Next-Gen Wealth Advisors Best-In-State2024
Jerry Sneed, Forbes Wealth Advisors Best-In-State2024
Forbes Top RIA Firms 20242009
Five Procyon founders partner together2017
Procyon Partners founded2018
Procyon Strong Foundation established2019
NYC office opens Women Owning their Wealth (WOW) Collaborative formed2019
Procyon Benefits launched2021
Over $4.5 billion in total assets under advisement for 500+ families and institutions