Asking the right
questions for
At SYM, wealth planning, portfolio management and
401ks are our business.
Independent, commission-free fiduciary
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.
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.
Fast Facts on SYM
We serve individuals, families and businesses.
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
Nonprofits
- Investment consulting
- Fiduciary service model
- Defined and tested compliance process
Women’s Initiative
Learn more about our Women’s Initiative where women come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™ Michelle Hipskind leads this carefully curated program. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving members access to the appropriate professionals that can help solve the problems many women face. In-person events are held in the Fort Wayne, Indiana area. Webinars and blogs are available for all women who want to be part of the initiative.
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.
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.
