Ask an Advisor

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.

i am a…

Corporate Executive
Corporate Executive
Healthcare Professional
Healthcare Professional

I am a…

Business Owner
Business Owner
401(k) Plan Sponsor
401(k) Plan Sponsor

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.

Meet The SYM Team

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Wherever the conversation takes us, our aim is always to leave you better than we found you.

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