Skip to content

800 888-7968

  • Locations
  • Client Portal
  • Locations
  • Client Portal
SYM logo white
  • Who We Serve
    • Pre-Retirees & Retirees
    • Corporate Executives
    • Healthcare Professionals
    • Business Owners
    • 401(k) Plan Sponsors
    • Nonprofits and Foundations
  • What We Do
    • Financial Planning
    • Investing
    • Employer Retirement Plans
    • Private Investments
  • Meet SYM
    • Meet Your Team
    • CIO Corner
    • Community
    • SYM Office Locations
  • Insights
  • Careers
  • Schedule an Appointment
  • Who We Serve
    • Pre-Retirees & Retirees
    • Corporate Executives
    • Healthcare Professionals
    • Business Owners
    • 401(k) Plan Sponsors
    • Nonprofits and Foundations
  • What We Do
    • Financial Planning
    • Investing
    • Employer Retirement Plans
    • Private Investments
  • Meet SYM
    • Meet Your Team
    • CIO Corner
    • Community
    • SYM Office Locations
  • Insights
  • Careers
  • Schedule an Appointment
  • Who We Serve
    • Pre-Retirees & Retirees
    • Corporate Executives
    • Healthcare Professionals
    • Business Owners
    • 401 (k) Plan Sponsors
    • Nonprofits and Foundations
  • What We Do
    • Financial Planning
    • Investing
    • Employer Retirement Plans
    • Private Investments
  • Meet SYM
    • Meet Your Team
    • CIO Corner
    • Community
    • SYM Office Locations
  • Insights
  • Careers
  • Schedule an Appointment
  • Client Portal
  • Who We Serve
    • Pre-Retirees & Retirees
    • Corporate Executives
    • Healthcare Professionals
    • Business Owners
    • 401 (k) Plan Sponsors
    • Nonprofits and Foundations
  • What We Do
    • Financial Planning
    • Investing
    • Employer Retirement Plans
    • Private Investments
  • Meet SYM
    • Meet Your Team
    • CIO Corner
    • Community
    • SYM Office Locations
  • Insights
  • Careers
  • Schedule an Appointment
  • Client Portal
CLIENT PORTAL

Let’s Connect

Give us a call or schedule a meeting. We look forward to helping you!

Schedule an Appointment

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

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.

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.

Warsaw, IN

(574) 267-2300801 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.

Midland, MI

(989) 631-0244414 Townsend St # 202, Midland, MI 48640

Our Locations

Warsaw, IN

801 Park Avenue, Winona Lake, IN

Mishawaka, IN

4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN

Midland, MI

414 Townsend St # 202, Midland, MI 

Indianapolis, IN

9100 Keystone Crossing #560, Indianapolis, IN 

Fort Wayne, IN

7030 Pointe Inverness Way #100, Fort Wayne, IN

Who We Serve

  • Corporate Executives
  • Medical & Dental Professionals
  • Business Owners
  • Nonprofits

What We Do

  • Wealth Planning
  • Portfolio Management
  • Employer-Sponsored
  • Retirement Plans

Insights

  • Podcasts
  • More Good Stuff
  • CIO Videos

Contact us

  • 800 888-7968
Linkedin Facebook Instagram

* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap
SYM Financial Advisors -
Cookie Policy
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}