Halcyon Professional Advisors

Halcyon Professional Advisors provides fee-only financial planning and investment oversight to a small number of middle‑income individuals and families. Services include comprehensive retainer engagements, limited‑scope projects, and one‑time financial reviews, with recommendations that commonly focus on no‑load mutual funds and other publicly traded investments.

The firm generally does not provide ongoing discretionary asset management; instead it delivers tailored recommendations, tax‑aware asset allocation advice, and periodic reviews — at least annually or when client circumstances change — while clients retain control of their accounts. Its investment analysis draws on the Alliance of Comprehensive Planners' fund lists and organizes portfolios around three broad asset classes (interest‑earning, real estate, and equities) to address diversification and after‑tax outcomes.

Distinctive aspects include that the firm’s principals are practicing CPAs who maintain separate tax planning and tax‑return preparation practices and may offer those services to clients outside the advisory engagement, a relationship the firm discloses and seeks to mitigate. The firm also uses fixed, non‑AUM‑based fees (retainers and project fees) rather than percentage‑of‑assets billing, does not act as custodian of client assets, and generally does not vote proxies on clients’ behalf.