At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-based Registered Investment Advisory (RIA) firm, we provide full-service wealth management, portfolio management, and retirement plan management services to our valued clients throughout the United States. To deliver the highest possible level of customer service, our trusted advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.


 New South Bend Office Location:  Leighton Plaza Office Building, 130 S. Main St, Suite 325, South Bend. 

Social Security Timing

Death and taxes may be the only two things that are certain in life. Although death is inevitable, preparing for it can be difficult. Making decisions too soon or too late can diminish or even eliminate some available planning options. Read more >>>

Best Advisors for Doctors

With decades of experience in the comprehensive planning needs and unique earning cycle of physicians, dentists and other medical professionals, our advisors are proud to be listed in Medical Economics’ directory of Best Financial Advisors for Doctors.


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