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  • 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
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    • Private Investments
  • Meet SYM
    • Meet Your Team
    • CIO Corner
    • Community
    • Women’s Perspective
    • SYM Office Locations
    • Careers
    • Internships
  • Insights
  • 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
  • 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

 

Schedule Your Appointment

Are you financially on track to meet your goals?
Let’s talk. SYM offers a confidential financial review that comes at no cost or obligation. 
We pledge to leave you better than we found you. Gain information regardless of the path you choose following the meeting.

Schedule an exploratory meeting in our office or start with a virtual meeting.

Greater Indianapolis Area

9100 Keystone Crossing, Indianapolis, IN 46240

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Greater Fort Wayne Area

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

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Warsaw-Winona Lake Area

801 Park Ave., Winona Lake, IN 46590

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Greater South Bend Region

4215 Edison Lakes Pkwy #320, Mishawaka, IN 46545

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Great Lakes Bay Region

414 Townsend St. #202 Midland, MI 48640

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Greater Nashville Area

3000 Meridian Blvd #310
Franklin, TN 37067

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Virtually Anywhere

Our advisors travel. Start with a virtual meeting.

Book a virtual meeting

Prefer to call?

800-888-7968
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Learn more

Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio

SYM Financial Advisors’ Investment Philosophy

SYM Services

How Does SYM Financial Decide on What to Invest?

View More

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

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

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Franklin, TN

(615) 254-6424

3000 Meridian Boulevard #310
Franklin, TN 37067

Winona Lake, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

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The opinions expressed herein are those of SYM Financial Advisors (“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 or Form CRS, which is available upon request.

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