Why Choose Us

A financial team

tailored to you.

At Alcyon Wealth Partners, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

Independent, Fee-Only

Our firm is independent of large banks or brokerage firms, allowing for independent advice built on education, experience, and knowledge. Our fee is disclosed up front and both clear and transparent.

Clients First

Our focus is advising individual investors and their families-period. We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.

Fiduciary

We are compensated only by our clients-never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

"you only have to do 'very few things right' in life,
as long as you don't do too many wrong things."

Warren Buffett

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