ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Procyon Partners announced today that they have hired Senior Financial Advisor, Daniel Limmer CFP®1 and opened a new office in West Palm Beach.
This news comes shortly after Procyon Partners merged with Pivotal Planning Group, LLC. With the addition of Mr. Limmer to the team of advisors, the Procyon Partners entity will have 26 employees in five offices located in Shelton, CT, Melville, NY, New York City, NY, Virginia Beach, VA and West Palm Beach, FL. Procyon Partners is a member of the Dynasty Financial Partners network of independent advisory firms.
“Florida is a very important location for Procyon as many of our clients are snowbirds and have second or even now primary homes in Florida. It was only a matter of time before we made our mark in the state,” said Phil Fiore, CEO, Procyon Partners. “Having a seasoned financial advisor located in West Palm Beach to help us build our brand is a great benefit to Procyon and our clients that call Florida their home.”
John Marchisotta, Partner and Managing Director at Procyon Partners adds, “There is an undeniable need for unbiased family office services in southern Florida. With the uncertainty around the proposed estate and tax law changes, our ability to offer a local presence combined with our resources clearly differentiates us from our competition.”
Previously, Mr. Limmer spent 20 years as the principal and CEO/Managing Director of Planning Solutions, LLC, an independent financial advisory firm based in Long Island, NY, and managed $70 million in client assets.
His work focuses on designing wealth creation and efficiency strategies for families, business owners and high net-worth individuals, which has earned him the designation as one of “America’s Top Financial Planners” by the Consumers’ Research Council of America.
“I’ve known Dan for over 15 years and couldn’t be more excited to have him as part of our team. His passion for being a fiduciary and offering sophisticated financial advice fits perfectly with the Procyon culture,” says John Marchisotta, Partner and Managing Director, Procyon Partners.
Mr. Limmer will head up the new office in Florida as part of Procyon’s commitment to expansion across the east coast.
About Procyon Partners
Procyon Partners is an independent Registered Investment Advisor with a dual focus on retirement plan/participants and private clients. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement plan offerings while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps high-net-worth individuals, families and business owners identify and implement effective financial strategies for managing their investments and achieving their financial goals. For more information, please visit www.procyonpartners.net.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to ad- dress their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
For more information, please visit www.dynastyfinancialpartners.com.
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1CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.