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SYM believes in community involvement. We put our money where our mouth is and we put our people there, too.

Not only does SYM support our community organizations as a company, but we also provide Volunteer Time Off to all employees to give back to the place where they work, live and, play. We’re proud to say our employees support, volunteer, serve, and lead public, not-for-profit, and community organizations throughout the Midwest.

Largest Financial Planning Firm Hiring for Years to Come.

Read on about SYM’s longevity.

Paul Dornbier earns 2019 Standing Ovation Award

FORT WAYNE, IN – SYM Financial Advisors is pleased to announce Paul Dornbier, CFA®, CAIA®, as the recipient of SYM’s annual Standing Ovation Award. Each year, the Standing Ovation Award recognizes a single member of SYM’s team for the relentless pursuit of excellence in their work.

Dornbier is a Senior Investment Analyst and member of SYM’s Investment Committee.
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Brad Duling earns 2019 President’s Award

Midland, MI – SYM Financial Advisors is pleased to announce Brad Duling, CFP®, as the recipient of SYM’s annual President’s Award. SYM’s Board of Directors presents this prestigious award annually to the company’s most valuable player.

Duling joined SYM in 2011 and holds a Bachelor of Science degree from Central Michigan University. A Certified Financial Planner™

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Shane Bradley earns 2019 Client First Service Award

Midland, MI – SYM Financial Advisors is pleased to announce Shane Bradley, CFP®, MS, as the recipient of SYM’s Client First Service Award.

Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well, and building relationships of trust.

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“At Home With the Ackmanns” Fort Wayne Living feature …

The first morning the Ackmanns awoke in their new home on the outskirts of Roanoke, Jennifer opened the front door and called to her husband Tom. Jennifer left Fort Wayne after graduation from Concordia Lutheran High School to study education at Valparaiso University in northwest Indiana. She stayed in Valparaiso after college to teach. Shortly after their marriage, whe the couple was living in Roselle, Illinois, Jennifer mused that perhaf

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SYM Financial Advisors Welcomes Black and Slocum as Partners


SYM Financial Advisors is pleased to welcome Kris Black, CPA and Jonathan Slocum, CFP®, as its newest partners. Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a Certified Public Accountant. She joined SYM in 2012.
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50 Years of Community

Partners In Community

SYM is proud to support the following organizations in 2019 and 2020.

Boys and Girls Club of America

Carmel Symphony Orchestra

Dow Great Lakes Invitational

Fort Wayne Children’s Zoo

Fort Wayne Medical Society Alliance

Greater Midland Tennis Center

Indianapolis Zoo

Midland’s Open Door

Midland Rotary Foundation

Morning Dove Therapeutic Riding Inc.

Mustard Seed Furniture Bank

Northern Indiana Community Foundation

Ronald McDonald House Charities of Northeast Indiana

Rotary Club of Elk Rapids

St. Brigid Catholic School

The Legacy Center for Community Success

Zonta International

Boy Scouts of America, LaSalle Council

Camp Fish Tales

Court Appointed Special Advocates (CASA)

Creative 360

Fat and Skinny Tire Fest

Fellowship Missions

Hidden Harvest Food Bank

Joe’s Kids

Kosciusko Chamber of Commerce

Kosciusko County Cancer Care Fund

Midland Firefighters Young Foundation

Real Services

Right to Life of North Central Indiana

South Bend Museum of Art

Tracey’s Trails Fund

Wagon Wheel Center for Performing Arts

Warsaw Education Foundation

2nd Mile Missions

Cancer Services of Midland

Children’s Grief Center of the Great Lakes Region

Combined Community Services of Warsaw

Family and Children Services

Fellowship of Christian Athletes

Greater Fort Wayne Metro Chamber Alliance

Humane Society of Midland County

Indiana Chamber of Commerce

Kosciusko County Community Foundation

Midland Area Chamber of Commerce

South Bend Regional Chamber of Commerce

The Rock Center for Youth Development

United Way of Midland

Washington Stem Academy

Whirlpool Foundation

When I Grow Up