SYM Financial Advisors full logo in white
SYM Financial Advisors full logo in white
SYM icon in white

Financial Planning to Grow, Use, and Share Your Wealth

Independent, Commission-Free Fiduciary | 55+ Years of Serving Clients

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The Nashville skyline reflected in the Cumberland River on a clear day serves as a backdrop for the work of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Now serving Greater Nashville area!

Pre-Retirees & Retirees       Corporate Executives     Healthcare Professionals  

 

Business Owners     401(k) Plan Sponsors     Nonprofits & Foundations

 
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Stylized green icon of a SYM Financial Advisors coin.

Financial Planning

Tailored strategies to maximize wealth growth and protection.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Document icon with a circular information symbol for SYM Financial Advisors.

Investment Management

Intelligent investment management to align with your financial goals.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Green calendar icon for SYM Financial Advisors.

Employer Retirement Plans

Comprehensive management of your company retirement plan.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors fast facts infographic: founded in 1968, 1,959 clients, $5.8B in assets under management, and professional portraits of five team members representing our commission-free fiduciary approach.

Meet Our Clients

The Martins give insight into how SYM’s financial planning helped them achieve their goals and dreams.
A business owner and his wife share how a solid financial plan changed their lives and allowed them to do what they have always desired, retire early and enjoy their labor of love on the farm.
Hear from a retired corporate executive and a retired teacher living out their dreams in retirement

Over 2500 Clients Across the Country

households, businesses, and institutions

Map of the United States featuring numerous dots across the country, with higher density in the Midwest and East Coast, representing the reach of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Location where clients reside.

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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®. Our financial advisors bring a commitment to education and industry experience 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.

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Learn How It All Began

In 1968, a group of entrepreneurs came together to create something different.

Learn more by downloading our brochure.

Brochure