Procyon Partners
Since 1997, we have differentiated ourselves through our commitment to unconstrained service excellence, serving as a true and valued partner to our clients and in turn allowing them to focus on their businesses and personal lives.
We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions. Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives. As an employee-owned and independent advisory boutique, we offer objective, conflict-free advice as a true fiduciary to our clients. Through our partnership with the Dynasty Financial Partners network, Procyon is able to recommend the best products and services from across the industry. This keeps the focus on our fiduciary responsibility to act in the best interest of our clients at all times. We take a disciplined approach to investing with a strong and repeatable process. That’s how we deliver consistent, positive results for our clients. At Procyon Institutional Partners, we help Plan Sponsors effectively manage their retirement plans by embracing a best practices approach that focuses on fiduciary governance, prudent investment consulting, optimal plan design, regular fee evaluation and participant education/engagement. Procyon Private Wealth Partners uses the same disciplined institutional process to work in partnership with affluent individuals who want to know if they are on track to achieve their goals and dreams. We specialize in addressing their financial planning, investment management and holistic wealth management needs so they can focus on enjoying the lifestyle they’ve earned. 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 under their stewardship. Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.
Address: One Corporate Drive, Suite 225 Shelton CT 06484, USA
Phone: +1 844 PROCYON
FAX:
