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.
Please join us in welcoming Ethan Brown as a Client Service Representative in SYM’s Fort Wayne office. Ethan graduated in 2016 from Indiana University Fort Wayne with a BS in Business Finance. He is originally from Logansport, Indiana and currently resides in Fort Wayne’s Dupont area.
SYM Financial Advisors is pleased to announce the promotions of Brandon Stewart, CFP® and Kaleigh Stoddard, CFP®, to Associate Financial Advisor. Kaleigh joined SYM in 2012 and works from the Midland, Michigan office. Brandon joined SYM in 2013 and operates from the Winona Lake, Indiana office. Congratulations!