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SYM Financial Advisors Warsaw, IN

801 Park Avenue, Winona Lake, IN 46590
Invested in the Community
Warsaw, IN Focus Areas:

A financial advisor is someone who builds a systematic understanding of your assets, liabilities, and requirements for accessing your wealth to meet your family’s future needs.

Financial advisors help guide decision-making with the primary aim of you getting the most from your finances and assets. If you are seeking someone with experience to guide financial decisions that align with your life priorities, a financial advisor is a key professional to have working for you.

Working with a financial advisor will help you to identify the appropriate strategies and financial disciplines to implement for your needs. A financial advisor will use a well-established and proven process to build a financial plan that provides a roadmap to reaching your defined goals.

The SYM advisor team in Warsaw takes a high-touch approach, striving to provide best-in-class service 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 important to you.

Whether you need to make a significant financial decision, prepare for your child’s education, work toward retirement security, or plan your estate, financial advisors can help you immensely.

The prefix “sym” means together. We at SYM Financial synchronize the various parts of your financial equation in an effort to bring together – and keep together – 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.

Asking the Right Questions

Our SYM Financial Warsaw teams are composed of advisors, financial planners, and support professionals empowered to deliver an uncommon level of personal service.

We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, and other priorities so we can build a holistic 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, growing family needs, change of occupation, retirement, divorce or loss of a loved one – are good times to review the health of your financial plan.

Our financial advisors collaborate with you on tax planning, retirement planning, risk assessment, inheritance and much more to develop strategic financial plans that prepare you for retirement and also help you navigate milestone events like education, weddings, vacations and gifting along the way.

Office Information


801 Park Avenue, Winona Lake, IN 46590

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Warsaw Leader

Steve Yeager

Office Hours

  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm

Contact Us

The SYM team’s expertise runs deep and wide with designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD and AIF®. We believe our firm represents some of the best professionals in the industry, bringing our street smarts and book smarts to you.

To discuss your options with a SYM financial advisor in Warsaw IN, feel free to reach us at (574) 267-2300.

Creating a Financial Buffer

A solid financial plan can bring financial clarity. A financial advisor accounts for the spending needs you have today and the growth you’ll need for spending in the future. SYM financial advisors do more than manage assets. Implementing financial strategies often involves proactively collaborating with other professional service providers to work towards your best interests.

Comprehensive Financial Planning

You should feel comfortable enough with your financial advisor to let them know you well to be able to build accurate financial plans and strategies suited for your goals. Generic financial plans are not acceptable.

We work alongside clients to create a big-picture view of income, outflow, priorities, opportunities, and aspirations. Our financial advisors take the time to know you uncommonly well so that we can build an investment plan specifically applicable to you. SYM financial advisors take the extra mile to get to know clients well – you will feel the difference. Since its founding in 1968, SYM’s business model and people-centered culture has provided clients with goal-based, realistic, and comprehensive financial planning services.

Short-term and Long term Goals

We help you impact your financial goals not just by looking at today, but also by looking around corners to anticipate future needs. Life is unpredictable and has a way of throwing us surprises. When things change, we work alongside you to help adjust your financial plan to fit your current life stage. Our team of Warsaw financial planners and advisors will be there to help you plan for a stable financial journey.

Portfolio Management for You

SYM Financial is an independent firm in Warsaw, Indiana 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).

Portfolio decisions are made at SYM on a measured, strategic basis by our Investment Committee using fundamental economic and financial market data, not emotions. Client portfolios are consistently monitored to ensure they are adhering to documented risk and return objectives.

Why Work with SYM?

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. Get in touch with SYM Financial Advisors Warsaw and see the difference.

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 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, even the most well-laid plan may need adjustments over time.

We work to protect your finances and investments by striving to anticipate unplanned 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. We take pride in helping our fellow Warsaw neighbors secure their financial future.

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Corporate Executives

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.

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Medical and Dental Professionals

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

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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.

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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.

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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.

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 work alongside you to make sense of 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.