We wake up every morning to make a difference for our clients. Through asking the right questions and listening for the right cues, we bring our expertise, credentials, and genuine care together in an effort to keep you confidently ahead of the curve.
We challenge ourselves to apply our best thinking and reliable follow up to your life and finances. You deserve a relationship of consequence. We want to show you how great one can be.
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Service Not Sales
We are a commission-free, independent Registered Investment Advisor (RIA) – not a bank or broker compensated by the sale of investment products. SYM’s only “product” is high-touch, personalized service, so our only motivation is to do what’s best for you.
The SYM team’s expertise runs deep and wide with designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD and AIF®.
This means our people represent some of the best in the industry, bringing our street smarts and book smarts to you.
We Own It
SYM pursues the best talent out there, then we give them a path to career growth and ownership. That means lifelong relationships and continuity for our clients, and employee-owners who are personally invested in creating a remarkable client experience.