Procyon

Procyon Procyon is an independent, employee-owned financial advisory.

06/03/2026

Before building a strong financial strategy, it helps to stay grounded in the core concepts that shape how markets and portfolios work.

Whether you’re actively managing wealth or simply looking to strengthen your understanding of investing, revisiting the fundamentals can offer valuable perspective and clarity in decision-making.

In our recent Financial Wellness Webinar, Investing 101: Foundations for Long-Term Success, Procyon’s Director of Investments and Private Client Relationship Manager, Rich, posed a simple question: “What is a bond?”

Watch the full clip as we break down this foundational concept and explore its role in a well-structured investment approach.

06/02/2026

Nine years. Seven office locations. One unwavering mission.

Today, the Procyon team celebrates a meaningful milestone, an annual reminder that every step we’ve taken only fuels our excitement for the journey ahead.

Our foundation has always been the values that guide everything we do: , , , , and . They've shaped how we've grown. From expanding our team to over 80 employees, deepening our client resources across financial planning, insurance, tax, trust services, and M&A consulting. Our clients are at the heart of every decision we make.

None of this happens without you. We highly value the trust you place in us. Our clients are the reason we show up every day committed to doing our work at the highest level. Thank you for nine remarkable years. The best is still to come.

Please join us in welcoming John Esteves to Procyon as our new Reporting Analyst!John is no stranger to the team, having...
06/01/2026

Please join us in welcoming John Esteves to Procyon as our new Reporting Analyst!

John is no stranger to the team, having spent time with us as an intern on the Investments team before making this well earned transition. He holds a Bachelor of Science from Sacred Heart University where he studied Finance, Economics, and Financial Technology and Analytics, bringing a well-rounded academic background that translates directly into the work here at Procyon.

As part of the Investments team, John will support the team through research and due diligence, portfolio performance reporting, and preparing materials that help our advisors deliver the best possible experience to clients.

We are so glad to have him as a full time member of the Procyon family. Welcome, John!

We are thrilled to welcome our new Compliance Associate Djamy Diawara to Procyon!With more than 13 years of financial se...
06/01/2026

We are thrilled to welcome our new Compliance Associate Djamy Diawara to Procyon!

With more than 13 years of financial services experience and an MBA from West Chester University, Djamy brings a strong background in client service, operations, and regulatory compliance that makes her a wonderful addition to our team.

She will play an important role in strengthening Procyon's Compliance Program, working alongside our investment, marketing, and operational teams to support program implementation and ongoing enhancements to our compliance framework. Her dedication to the high ethical and regulatory standards aligns seamlessly with everything Procyon stands for.

Welcome aboard, Djamy!

What if college planning felt a little less overwhelming?For many families, the questions about college planning often s...
05/29/2026

What if college planning felt a little less overwhelming?

For many families, the questions about college planning often sound the same: When should we start saving? How much is enough? What types of accounts should we consider? While every situation is different, starting the conversation early can help create clearer goals and reduce uncertainty.

When it comes to paying for college expenses, knowing where to start is often the biggest hurdle. We’re sharing four simple, strategic tips to help you begin your journey of saving and planning for college expenses. Swipe through these college essentials to learn more!

Curious about next steps? Book a complimentary consultation to take the first step forward for your family's future: https://procyon.net/contact-us/

05/28/2026

Are you prepared for the Retirement Red-Zone?

The 5-10 years leading up to retirement are a critical period for investors preparing for retirement. This transition often brings new challenges that require a different level of planning, coordination, and discipline. Taking time to reassess your strategy during this phase is essential.

In this clip from our recent Retirement Red-Zone webinar, Financial Planner Irby, CFP®, breaks down a few of the key considerations investors will want to keep in mind as they approach retirement.

Watch the clip below to learn more.

In observance of Memorial Day, we take a moment to honor the men and women who have served this country. Today is a remi...
05/25/2026

In observance of Memorial Day, we take a moment to honor the men and women who have served this country. Today is a reminder of the courage and dedication that deserves to be recognized and honored.

Wishing you a safe and meaningful Memorial Day from all of us at Procyon!

When it comes to savings for education, the growing number of options available can make the decision process overwhelmi...
05/20/2026

When it comes to savings for education, the growing number of options available can make the decision process overwhelming.

For instance, the 529 plan and the newly introduced 503A Plan (Trump Accounts) are both designed to help families save for education, but they work differently and the right choice depends on your unique situation. The key is knowing which one aligns with your family's goals.

The factors that tend to drive most educational saving options include:
✅Tax Advantages
✅Flexibility
✅Long-Term Growth

Swipe to learn the key advantages of each.

Have more questions? Book a complimentary consultation to take the first step forward for your family's future: https://procyon.net/contact-us/

SHRM credit is available!Save Your Seat – HR Tech Trends 2026 & BeyondJoin Rabinowitz, Jueneman, and Giordano, live a...
05/19/2026

SHRM credit is available!
Save Your Seat – HR Tech Trends 2026 & Beyond

Join Rabinowitz, Jueneman, and Giordano, live at 10AM on May 20th, as they bring you an exclusive HR focused webinar.

If managing your HR systems is one of the hardest parts of your day, this session is for you. Too many teams are stuck navigating disconnected tools, inefficient workflows, and technology that creates extra work instead of solving problems.

In this webinar, we’ll explore how smarter HR technology can help create a better experience for both HR teams and employees. Tune in and hear from industry experts from Procyon Benefits and Unlocked.

Don’t miss this last chance to save your spot: https://us02web.zoom.us/webinar/register/WN_HGq9dTLBTc60rtpXjWvyYA

Our Co-Founder and CEO Fiore joined the RIA Edge Podcast to discuss Procyon’s growth journey and how the firm has built...
05/18/2026

Our Co-Founder and CEO Fiore joined the RIA Edge Podcast to discuss Procyon’s growth journey and how the firm has built an integrated approach designed to better support clients and advisors alike.

Phil shared his perspective on scaling an independent firm, maintaining a strong culture, expanding services across tax and insurance, and leveraging AI to support advisor efficiency without losing the personal side of the client relationship.

Thank you to Armstrong and his team for the conversation. Listen to the full episode here: https://bit.ly/3PwocwO

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One Corporate Drive Suite 225
Shelton, CT
06484

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+18447762966

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