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Financial Advisor Fort Wayne

Home Financial Advisor Fort Wayne

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SYM Financial Advisors Fort Wayne, IN

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804, United States

Financial advisors are investment professionals who work to leverage your wealth to accomplish defined goals throughout life and into retirement.

A financial advisor helps guide decision-making so you can get the most from your finances and assets. If you are seeking someone with credentials and experience to guide decisions that provide financial confidence, a financial advisor is a key professional to have working for you.

Working with a financial advisor will help you identify the appropriate strategies and financial disciplines to implement for your needs. A financial advisor will use a well-established process to build your financial plan and will lead you through strategic steps to reach defined goals.

The SYM advisory, planning and service teams in Fort Wayne take a high-touch approach, striving to provide detail-oriented care and thorough financial planning.

Do You Really Need A Financial Advisor?

Planning for your future and handling your finances should not be so burdensome that it takes time away from what is most important to you.

Whether you are experiencing a major life change, need to prepare for your family’s needs, want to secure a contingency plan, or build a clear path to retirement, our financial advisors can help you through those complexities.

The prefix “sym” means together. We at SYM Financial bring together the many parts of your financial equation in an effort to organize what is most important to you.

We take into consideration your financial and personal priorities and use our knowledge to save, protect and grow your finances. It is our aim to be a lifelong partner, not a vendor.

Asking the Right Questions

Our Fort Wayne financial team consists of advisors, financial planners, and client service representatives empowered to deliver an uncommon level of personal service. We work to deliver uncommon results by managing financial complexities for our clients so they can focus on the things that are most enjoyable to them.

We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, etc. so we can get the whole picture and build an efficient financial plan.

Wealth Planning

Each person’s financial picture is unique. So, we make sure to produce personalized financial plans and strategies for our clients.

Significant events in life challenge one’s financial stance. Marriage, a growing family, job change, business ownership, or approaching retirement – are good times to review the health of a financial plan.

Our financial advisors collaborate with you – from tax, retirement planning, risk assessment, inheritance, etc. and come up with strategic financial plans to prepare you not only for retirement age but for major events along the way.

 

 

 

 

Creating a Financial Buffer

A solid financial plan can bring financial peace. A financial advisor accounts for the funds you need to enjoy living today and also what you will need for your future plans.

When working with one of our Fort Wayne SYM financial advisors go above and beyond the scope of the assets managed. We can collaborate with other professional service providers and proactively work towards your best interests.

Short-term and Long-term Goals

We help you impact your financial goals not just by looking ahead, but also by looking around the corners.

Life is unpredictable and has a way of throwing us surprises. When things change, we work alongside you to help you adjust your financial goals accordingly. Our Fort Wayne team’s ultimate goal is to provide financial confidence through proven strategies and personal leadership.

Comprehensive Financial Planning

You should feel comfortable that your financial advisor will hold the details you share in complete confidence because they need to know you well to build an accurate financial plan that suits your goals. Generic financial plans just won’t do.

We believe that risk tolerance, lifestyle choices, giving and retirement goals are essential priorities to discuss to develop an advisor-client relationship that works. Our financial advisors take the time to know you uncommonly well so that we can come up with a tailor-made investment plan specifically applicable to you.

SYM financial advisors invest the extra time to get to know clients – you will feel the difference. Since its founding in 1968, SYM has established a culture that encourages always acting in our clients’ best interests. That is a legacy that we work toward every day and we take it seriously.

Portfolio Management for You

SYM Financial is an independent firm not associated with any parent company. We act independently in our investment selection and are driven by what is in your best-interest (not outside custodial influences). We hope that people know how personally burdened each team member is to deliver value to our clients in a way that gives them financial confidence.

Our Portfolio Management Committee chooses investments and cost-effective solutions objectively. Our financial advisors practice a long-term investment philosophy that involves research-driven strategies, portfolio rebalancing and tax strategies.

Portfolio management doesn’t have to be complicated. Let our competent and licensed financial advisors take the burden off your shoulders.

SYM Financial Advisors – Your Best Interest First

We work from a business model that produces the best possible results for our clients. SYM is a fiduciary which means our financial advisors are bound to act in your best interest before anything else.

SYM provides fee transparency. We want you to know what you are paying. No hidden commissions.

Service – Not Sales

SYM is a commission-free, independent Registered Investment Advisor (RIA). Unlike brokers or banks who are compensated by the sale of investment products, we prioritize high-quality, personalized service from our financial advisors. Our only motivation is to do and offer what’s best for your financial plan.

What are Registered Investment Advisors?

Registered Investment Advisors (RIAs) have clear fee structures. SYM charges fees on a percentage of assets or a flat fee.

RIAs commit to a fiduciary standard that requires them to act in the client’s best interest. They must disclose to you if they take commissions as it can conflict with that fiduciary oath. SYM does not take commissions.

Keeping Up With Market Trends

The investment market can be unpredictable. SYM Financial acknowledges that when it comes to investments and wealth management, time has a way of shifting even the best-laid plans, and over the years your financial needs will inevitably change.

We work to protect your finances and investments by striving to anticipate market events and developments. Financial advisors are responsible for ongoing and regular analysis of your financial plan to ensure that directives stay on track.

Who We Serve

SYM financial advisors work with people from all walks of life. It is our goal to make each client aware of where they stand financially now to prepare them for a stable and successful future.

Corporate Executives

We help with equity-based compensation, retirement planning, and deliver actionable analysis of your stock options.

Medical and Dental Professionals

Talk to us about risk-policy analysis, debt repayment navigation, and practice ownership strategies.

Business Owners

Starting or maintaining a business entails important decision-making. SYM Financial collaborates with CPAs, lawyers, and other professionals to work towards your best interest, and succession planning begins earlier than you may think.

Retirement Plan Sponsors

SYM Financial Advisors provides 401(k) and retirement plan consulting services to plan sponsors across the United States. We work with you by collaborating with other professional resources, educating your employees and assuming fiduciary responsibility.

Non-profit Investment Consulting

SYM financial advisors act as a fiduciary manager dedicated to assist the board and executive team in making informed decisions. We guide organizations to get the impact they seek from its investments.

We implement structured processes to address fiduciary liability, improve administrative efficiency and help protect trustees.

Why Work With SYM

“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra

Acquiring the services of a financial advisor now is the first step to making your wealth work for you. SYM Financial has a broad team of financial advisors who are experienced in helping people turn their goals into action.

At SYM, we are with you through the financial complexities of life and help you take the best steps in your desired direction.

We construct plans that use your wealth in the most strategic ways possible to achieve your goals as they change. Your personalized plan will be made up of small, actionable tasks guided by a team of professionals.

We believe that uncommon relationships produce uncommon results, and we work each day in that belief to produce uncommonly good results for our clients.

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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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