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 provides discretionary wealth management and financial planning to high‑net‑worth individuals, families, trusts, estates, charitable organizations and businesses, managing $356,492,833 on behalf of 383 clients and supported by a three‑advisor team. The firm also offers a range of family office services — including consolidated reporting, service provider selection and bill‑payment support — and specifically notes work with professional athletes. Investment advice is delivered under a fiduciary standard and is primarily long‑term focused, though the firm may buy or sell positions held for less than a year to meet client objectives or market conditions. Portfolios are constructed after internal due diligence and typically include low‑cost mutual funds and ETFs, individual equities and bonds, closed‑end funds, and, where appropriate, private and alternative investments. Noteworthy comparisons to peers include the firm’s recent commencement as a registered investment adviser in May 2025 despite an earlier founding date (April 2008), and an institutional relationship with Fidelity that provides custody, platform technology, research and launch‑related reimbursements to the firm. Alcyon’s principals and some advisory persons are licensed insurance professionals who may receive separate commission income, a potential conflict the brochure discloses.

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.