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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.

Who We Serve

Corporate Executives

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

Medical and Dental

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

Business Owners

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

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

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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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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