Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.
Call Us

800 888-7968

Mon to Fri

8am-5pm

Locations
The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.
Logo for SYM Financial Advisors with the text "A Message from SYM's CIO." The logo features the word "SYM" in large, green letters with two green swooshes below it, possibly symbolizing steadiness amidst issues like the debt ceiling. The words "FINANCIAL ADVISORS" are written below "SYM" in smaller black text.

A Word on Small-Cap Value Stocks

Chief Investment Officer Andy Popenfoose shares thoughts on small-cap value stocks.  He reviews the wild ride they have had year-to-date and their role in your portfolio.

 

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
Logo of SYM Financial Advisors. The letters "SYM" are bold and green with a stylized leaf underlining them. Below, "FINANCIAL ADVISORS" is written in uppercase, green font.

Who We Serve

What We Do

Insights

Contact us

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap