Tools for You: The CARES Act for Business Owners Q&A. Read about it here
Asking the right questions for
At SYM, wealth planning, portfolio management and 401ks are our business.
uncommon relationships.
We wake up every morning to make a difference for our clients. Our financial advisors ask the right questions and listen for the right cues. We bring our expertise, credentials, and genuine care together in an effort to keep you confidently ahead of the curve.
uncommon results.
We challenge ourselves to apply our best thinking and reliable follow up to your life and finances. You deserve a relationship with your financial advisors that’s of consequence. We want to show you how great one can be.
Who We Serve
Corporate Executives
- Stock option analysis
- Equity-based compensation
- Retirement preparation
Medical and Dental
- Risk policy analysis
- Debt repayment navigation
- Practice ownership strategies
Business Owners
- Succession planning
- Buy-sell arrangements
- Provisions for death or disability
Retirement Plan Sponsors
- Plan selection and implementation
- Plan monitoring and testing
- Employee benefit education
Nonprofits
- Investment consulting
- Fiduciary service model
- Defined and tested compliance process
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.
That’s Deep
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 financial advisors 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.
empowered to deliver
All our financial advisors, indeed every person, at SYM is empowered to act in the best interest of the client. We think you’ll find that refreshing.
