Welcome To...

F&I Capital Group

Private Wealth
Institutional
Process-driven. Governance-focused.
Years of Experice
0 +
Expert Teams
0 +
Annual Revenue
$ 0 M
Global Operations
0

Meet our Strategic Partners

As your organization grows past 100 participants, fiduciary expectations accelerate:

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Who Is Procyon

Procyon is a nationally recognized fiduciary investment advisory firm delivering integrated solutions across private wealth management, family office services, institutional investing, and retirement plan consulting. The firm partners with business owners, executives, and institutions to provide strategic guidance in M&A consulting, trust and estate planning coordination, employee benefits design, tax and accounting strategy, and comprehensive risk management solutions. Through a disciplined investment process and governance-driven framework, Procyon helps clients align capital, protect wealth, and optimize long-term outcomes. By combining institutional-level expertise with personalized advisory relationships, Procyon serves as a strategic partner in navigating complex financial decisions across every stage of growth
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Fellowship Home Loans

A Division of Nationwide Mortgage Bankers F&I Capital Group is proud to align with Fellowship Home Loans, a division of Nationwide Mortgage Bankers, as a trusted residential lending partner within our strategic network.
Fellowship delivers a full spectrum of mortgage solutions, including Conventional, FHA, and VA financing, along with specialized Non-QM programs such as P&L loans, Bank Statement loans, and DSCR financing for real estate investors. Their flexible underwriting approach makes them especially well suited for entrepreneurs, self-employed professionals, and complex income borrowers. Beyond products, Fellowship is known for its white glove service model — providing proactive communication, disciplined execution, and a seamless client experience from pre-approval through closing.
Most importantly, their culture is grounded in integrity and doing the right thing — values that align directly with the F&I Capital Group standard of care.
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SPP-Direct

F&I Capital Group is proud to align with SPP-Direct as our strategic payment processing partner. SPP-Direct offers a powerful direct-to-Visa processing platform designed to streamline transactions, reduce intermediaries, and enhance operational efficiency. By leveraging direct network access, businesses benefit from transparent pricing, competitive rates, and improved processing performance.
With a commitment to integrity, service, and doing the right thing, SPP-Direct delivers a secure, white glove experience that supports business growth — aligning seamlessly with the F&I Capital Group standard of disciplined execution and client-first solutions
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Another point for a company

A Division of Nationwide Mortgage Bankers F&I Capital Group is proud to align with Fellowship Home Loans, a division of Nationwide Mortgage Bankers, as a trusted residential lending partner within our strategic network.
Fellowship delivers a full spectrum of mortgage solutions, including Conventional, FHA, and VA financing, along with specialized Non-QM programs such as P&L loans, Bank Statement loans, and DSCR financing for real estate investors. Their flexible underwriting approach makes them especially well suited for entrepreneurs, self-employed professionals, and complex income borrowers. Beyond products, Fellowship is known for its white glove service model — providing proactive communication, disciplined execution, and a seamless client experience from pre-approval through closing.
Most importantly, their culture is grounded in integrity and doing the right thing — values that align directly with the F&I Capital Group standard of care.
Get a Plan Snapshot

Secure Your Plan’s Future Today

Whether you have 120 participants or 1,000+, our goal is to simplify the complex so you have peace of mind.

Schedule Your No-Charge 401(k) Review

Meet John Fenrich Your Dedicated Partner

Lead from a Position of Trust

As a Partner and Managing Director at Procyon, John Marchisotta brings over 30 years of executive leadership and fiduciary-based wealth management expertise. John plays a pivotal role in the firm’s rapid growth and has been instrumental in shaping our M&A consulting practice and the Outsourced Family Office model.

John Fenrich

Sr. Director

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About the mission

Annual plan audits are often one of the most expensive and time-consuming aspects of sponsoring a retirement plan.

Simple calculator:

  • Participants
  • Estimated Audit Cost
  • Potential Savings

Typical impact for plans over 100 participants:

By participating in a PEP structure, many sponsors eliminate this recurring burden while strengthening fiduciary governance at the same time.

By participating in a PEP structure, many sponsors eliminate this recurring burden while strengthening fiduciary governance at the same time.

See If Your Plan Qualifies for the PEP

Our Process

What Working With Us Looks Like

Request the Health Check

Complete a short form and schedule a brief intro call.

Plan Snapshot & Benchmarking

We review governance, fees, structure, and audit posture.

PEP Eligibility Review

We assess whether the PEP structure is a fit for your organization

Committee Summary

You receive a clear, practical roadmap for your committee.

No pressure. No product pushing. Just clarity and fiduciary best practices.

Does joining a PEP require changing recordkeepers ?

We provide AI-powered VCIO/VCISO services that automate IT assessments, security workflows, and compliance tasks
— without hiring extra staff.

We provide AI-powered VCIO/VCISO services that automate IT assessments, security workflows, and compliance tasks
— without hiring extra staff.

We provide AI-powered VCIO/VCISO services that automate IT assessments, security workflows, and compliance tasks
— without hiring extra staff.

We provide AI-powered VCIO/VCISO services that automate IT assessments, security workflows, and compliance tasks
— without hiring extra staff.

We provide AI-powered VCIO/VCISO services that automate IT assessments, security workflows, and compliance tasks
— without hiring extra staff.

Frequently Asked Questions

Get Clarity on Your 401(k) Governance and Audit Efficiency

Start with a no-cost 401(k) Fiduciary Health Check and see whether the PEP with Principal can simplify your plan while reducing annual expense.
Schedule Your No-Charge 401(k) Review

Investment advisory services are offered through Procyon Private Wealth Partners, LLC, a registered investment adviser. Procyon Private Wealth Partners, LLC and F&I Capital Group, LLC are independent entities. The content of this website is provided for informational purposes only and is not intended as a solicitation or recommendation of any investment strategy. All investments and investment strategies involve risk, including the possible loss of principal. There is no assurance that any investment strategy will achieve its stated objectives.

Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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