A complete list of active advisors currently associated with Alcyon Wealth Partners
Warmer can help you find a great advisor at Alcyon Wealth Partners or one who fits your needs even better.
Alcyon Wealth Partners serves high‑net‑worth individuals, families, trusts, estates, charitable organizations and businesses, and notes a particular focus on providing family‑office style services to client families and professional athletes. The firm provides comprehensive wealth management including financial planning, discretionary portfolio management, consolidated reporting, family governance and bill‑payment support, and had approximately $315.6 million in discretionary assets under management as of July 25, 2025. The advisor takes a primarily long‑term approach to investing while employing both fundamental and technical analysis to construct diversified portfolios of mutual funds, ETFs, individual stocks and bonds, and may use private investments or retain legacy holdings for tax or portfolio‑fit reasons. Strategies are tailored to each client’s goals and risk tolerance, clients may place reasonable restrictions, and the firm states it acts as a fiduciary under applicable law. Distinctive features disclosed in the brochure include an explicit family‑office service offering and a stated emphasis on professional athletes, an affiliated insurance agency (Alcyon Risk Solutions) through which advisers may receive commission compensation for insurance products, and an institutional platform relationship with Fidelity that provided research, technology and launch support. The firm also recently commenced operations as an SEC‑registered adviser in May 2025 (after being founded in 2008) and discloses policies aimed at managing conflicts from personal trading and custodian economic benefits.
To learn more about the advisors currently working at Alcyon Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Youngstown, OH
| 5
| |
Youngstown, OH
| 29
| |
Youngstown, OH
| 24
|
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