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Fiore, Phil

Chief Executive Officer, Executive Managing Director, Founding Partner

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Phil Fiore, CEO and co-founder of Procyon Partners, is helping reshape how independent wealth management firms serve clients. Recognizing that many successful families lacked access to the coordinated planning traditionally reserved for ultra-high-net-worth households, Phil spent the past nine  years building what he describes as a "Family Office for Middle America." Under his leadership, Procyon created an integrated advisory platform that includes retirement consulting, employee benefits, tax strategy coordination, insurance, trust services, and business-owner advisory support. The model has enabled the firm to deliver more comprehensive advice while creating a scalable framework for growth. Over the past year, Phil reached a significant milestone by securing Procyon's first institutional capital partnership after nearly eight years of choosing to remain independently funded.