SYKON Capital

Fee-only financial advisor serving individuals, families, and institutions

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SYKON Capital SYKON Capital
Harrison, NY

Serving Clients Nationwide

Fee-only financial advisor serving individuals, families, and institutions

4 Certified Advisor Reviews™
5 out of 5 Stars

Primary Advisor Locations

Locations

📍 500 Mamaroneck Ave, Suite 435 Harrison, NY 10528

📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

About SYKON Capital

Wealth isn’t just about what you earn, it’s about what you keep and what it enables you to do.

At SYKON Capital, a fee-only financial advisory firm with offices in Harrison, NY, Tampa, FL, and Jupiter, FL, we help individuals and families protect what matters most through independent, values-driven financial planning and investment management.

Our fiduciary advisors focus solely on your best interests, helping you minimize downside risk while positioning your wealth to grow with purpose and discipline.

We uphold the highest fiduciary standard and operate with the values that define who we are: prudence, fairness, independence, creativity, and ingenuity. Together, they guide every decision we make and every strategy we design, so you can move forward with clarity, confidence, and choice.

SYKON Capital - Independent. Fee-Only. Focused on what truly matters: helping you live your best life.

Our Services

✔️ Wealth Management

A holistic approach to managing your financial resources.

✔️ Financial Planning

A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values.

✔️ Investment management

Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.

✔️ Tax & Estate Planning Coordination

Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Individuals
  • Living in Retirement

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Professional and sound investment advice

✅ Wealthtender Certified Advisor Review™
Mar 16, 2026
We have been clients of Todd's for many years. His professionalism and hands on approach has guided our finances through our careers to our transition into retirement. His sound investment advice has helped us achieve our long term financial goals into retirement. Todd and his team are always responsive when we reach out with questions. We truly value his expertise and the service he provides us.
Relationship to Financial Advisor: Client as of Mar 16, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Melissa Francis T.
Melissa Francis T.

Sykon=Excellence

✅ Wealthtender Certified Advisor Review™
Oct 31, 2025
There are many service businesses, but none more important than the Financial Services Firm you choose to guide you through life and retirement. Sykon, born in June of 2023, is the firm you may not know about, but absolutely need to. Market Experience, wisdom, proprietary algorithmic technology, patience, and intelligence all blend together with an incredible attention to communication and service that is unmatched. Sykon is a family business with great people who understand the humanity and humility we all crave.
Relationship to Financial Advisor: Client as of Oct 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Artie A
Artie A

Financial Advisors Who Truly Care Like Family

✅ Wealthtender Certified Advisor Review™
Oct 29, 2025
I couldn’t ask for a better team of financial advisors. From day one, they’ve treated me like family — always taking the time to listen, communicate clearly, and make sure I understand every step of my financial plan. What I appreciate most is how they create a strategy that’s personalized to my goals, not a one-size-fits-all approach. They genuinely care about my success and well-being, not just the numbers. Highly recommend to anyone looking for trustworthy advisors who go above and beyond!
Relationship to Financial Advisor: Client as of Oct 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anthony T.
Anthony T.

Of Course you need Sykon Capital

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
Working with Todd has been great as I feel he has a vested interest in my business and life. Todd and the firm communicates with me regularly which is a plus. With my busy life, Todd and team allow me to understand trends, valuable landing spots, and a better overall understanding of my financial path and goals. Throughout the years I’ve learned that Sykon has my best interest at hand. They are a true- Trusted Advisor for me.
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kelly S
Kelly S
Get answers to frequently asked questions regarding the services offered by SYKON Capital View Disclosures

FAQs

What makes you different?
There are three things that set us apart: We go beyond dollars and cents by aligning your financial plan with your values and the life you want to live. Our team-based approach means you’re supported by the expertise of the whole SYKON team, with integrated financial planning, investments, tax strategy, and estate planning all under one roof. Because we’re independent, fee-only fiduciaries, every decision is made in your best interest.
What if my financial advisor isn’t available?
A core tenet of our team approach is that clients are never left waiting on one person. We work as a team, and each member brings their own area of expertise to the table. That means whether your advisor is tied up or out of office, another member of our team will already know who you are, understand your situation, and be ready to step in seamlessly. In fact, part of the SYKON experience is getting to know multiple team members over time. You’ll have a team of professionals who can anticipate your needs and provide consistent, high-quality guidance so you always feel supported and connected.
How do you charge?
We charge either a percentage of your assets or a flat fee. All fees will be presented to you in a clear and transparency way prior to working together and at all times during the relationship. We are fee-only fiduciaries who are bound to put your interests before our own. We follow the fiduciary standard, the highest standard of care in the industry, in all matters concerning our practice. We do not accept commissions as a compensation method.
Do I have to live in New York or Florida?
We work with clients across the country. We have the capabilities and technology to work virtually as well as in person with clients.
Is there a minimum account size?
We work with clients of all portfolio sizes. There is no minimum. Upon request, we are able to provide planning-only services where we solely provide financial planning without managing your assets.
Where will my money be held? Who will have access to it?
Your assets will be held at the custodians, Charles Schwab and Goldman Sachs.