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SYM believes in community involvement.

We put our money where our mouth is and we put our people there, too.

SYM supports our community organizations as a company, and we also provide Volunteer Time Off to all employees to give back to the places 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.

Carmel Symphony Orchestra

Dow Great Lakes Invitational

Fort Wayne Children’s Zoo

Fort Wayne Medical Society Alliance

Greater Midland Tennis Center

Rotary Club

Northern Indiana Community Foundation

St. Brigid Catholic School

The Legacy Center for Community Success

Zonta International

Habitat for Humanity

Knights of Columbus

Edwardsburg Schools

Midland Soccer Club

Watch Us Farm

Kids Peace

Camp Fish Tales

Court Appointed Special Advocates (CASA)

Crosswinds Inc.

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

Right to Life of North Central Indiana

Tracey’s Trails Fund

Wagon Wheel Center for Performing Arts

Warsaw Community Schools

Potawatomi Zoo Society

Leukemia & Lymphoma Society

Midland Soccer Club

2nd Mile Missions

Cancer Services of Midland

Combined Community Services of Warsaw

Humane Society of Midland County

Indiana Chamber of Commerce

Kosciusko County Community Foundation

South Bend Regional Chamber of Commerce

The Rock Center for Youth Development

United Way of Midland County

Washington Stem Academy

Whirlpool Foundation

Midland Area Community Foundation

Baker Youth Club

Humane Fort Wayne

Wells County Chamber of Commerce

The Village at Winona

Bridge Food Center