An elevated advisory experience

MAKE THE MOST OF YOUR SUCCESS.

YOU’VE PUT IN THE TIME, MADE THE SACRIFICES, PAID THE DUES.

Your reward? Success. And helping you make the most of it is where we come in. Over the years, we’ve dedicated ourselves to helping others – just like you – maximize and maintain success through disciplined financial guidance.

After all your hard work, you deserve nothing less than all of ours. Welcome to Alcyon Wealth Partners, a team determined to help you make even more of your success.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Education Planning

Estate, Charitable Giving & Trust

Financial Planning

Investment Strategies

Portfolio Management

Retirement Planning

Get to know Our Team

Marc A. Presley
Financial Advisor
Don R. Sherwood
Financial Advisor
Brandon Polish
Registered Representative
Malinda Barton
Client Services Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.
Business Ownership

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
Retirement & Longevity

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.
Markets & Investing

Webinar replay - The next leg of the race

05/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing

What's moving the Bond Market?

05/06/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

What a difference a data point (or two) makes

05/03/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Background Rotating Sphere Pattern

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Alcyon Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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