Optimize Your Assets
Financial Planning to Grow, Manage, and Preserve Your Wealth
Independent, Commission-Free Fiduciary | 55+ Years of Serving Clients
Now serving Greater Nashville area!
Financial Planning
Tailored strategies to maximize wealth growth and protection.
Investment Management
Intelligent investment management to align with your financial goals.
Employer Retirement Plans
Comprehensive management of your company retirement plan.
Meet Our Clients
Over 1950 Clients Across the Country
households, businesses, and institutions
Location where clients reside.
What Makes SYM Different?
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.
Depth of Bench
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.
Employee-Owned
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.
Learn How It All Began
In 1968, a group of entrepreneurs came together to create something different.
Learn more by downloading our brochure.
