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Asking the right questions for

At SYM, wealth planning, portfolio management and 401ks are our business.

uncommon relationships.

Our financial advisors ask the right questions to bring clarity to your financial picture. We bring expertise, credentials and genuine care together to build a financial plan that targets your unique retirement goals.  Taking all the important components of your investments, your work and your life into account, we advise on the whole picture.

uncommon results.

We believe that our business model produces the best possible results for its clients.  SYM is a fiduciary. That means we are bound to act in your best interest before ours.  We provide fee transparency.  You will always know what you are paying, no hidden commissions.  Founded in 1968, we have seen a lot of outcomes and the strategies we employ come from that experience.

We serve individuals, families and businesses.

We provide financial planning, strategic assessments and investment management.

Pre-Retirees & Retirees

  • Financial Plans
  • Retirement Confidence Assessment
  • Tax, Investment, Estate and Risk Review

Medical and Dental

  • Risk policy analysis
  • Debt repayment navigation
  • Practice ownership strategies

Business Owners

  • Succession planning
  • Buy-sell arrangements
  • Provisions for death or disability

Corporate Executives

  • Stock option analysis
  • Equity-based compensation
  • Retirement preparation

Retirement Plan Sponsors

  • Plan selection and implementation
  • Plan monitoring and testing
  • Employee benefit education


  • 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

SYM Financial Advisors aim to provide the best possible service so that you can focus on what’s important in your life. With SYM, you have an advocate working with you as your financial plan is adjusted to accommodate life events and stages. To have SYM Financial Advisors work for you in Midland, Fort Wayne, Mishawaka, Warsaw, and Indianapolis areas call 800-888-7968 or email

Meet The SYM Team and View Bios

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It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.

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