At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-only 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.
 

Tracey Yeager Memorial 5K

Join us on Memorial Day,     May 27th, for TYM5K!  All registration fees for this event will benefit the Tracey's Trails Fund via Kosciusko County Community Foundation. For more information and a link to online registration, click the link below. 

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Connect with SYM

Our Midwestern values and sensibilities support personalized service that allows us to build real relationships with our clients and take a customized approach to addressing their financial needs.
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The Right Advisor

Neil Donahoe
Chief Investment Officer 



Neil Donahoe brings 25 years of experience to the financial services industry. Since joining SYM in 1987 he has led the firm’s investment strategies for individuals, families, 401(k) plans, and profit-sharing plans.
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