Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.
Call Us

800 888-7968

Mon to Fri

8am-5pm

Locations
The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Marriage, Divorce & Family

A graduation cap with a gold tassel sits atop stacks of green dollar bills bound with red elastic bands. Gold coins are scattered around the base of the bills, signifying the financial aspects of education and 529 plans.

529 Plans Redux

April 10, 2020

Each year on May 29 the calendar reminds us of the 529 educational savings plan, and opportunities to fund the plan.  However, many people funded 529 plans years ago and are now ready to withdraw the funds for their intended use. Distributed properly, all the earnings in the plan can be income tax free as long as the funds are used for Qualified Higher Education Expenses (QHEE).  However, as is sometimes the case, the devil

Read More »
A large, white cloud shaped like a heart floats against a clear blue sky. Below it, a smaller, irregularly shaped cloud is visible.

Planning in Advance of Grief and Loss” Podcast Part 1

July 1, 2019

Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. This podcast features SYM’s Andy Popenfoose and Sarah Delahanty.

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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) 267-2300 801 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.

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.

Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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.

Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
Logo of SYM Financial Advisors. The letters "SYM" are bold and green with a stylized leaf underlining them. Below, "FINANCIAL ADVISORS" is written in uppercase, green font.

Who We Serve

What We Do

Insights

Contact us

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap