SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Keith Beers

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a navy blazer and white dress shirt leaning against a wooden counter as a SYM Financial Advisors commission-free fiduciary.

Keith Beers

Manager of Financial Planners/Financial Advisor

Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.  

Winona Lake, IN

kbeers@sym.com

@beerskeith

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Georgia Southern University logo featuring an eagle head icon to the left of the text, as displayed by SYM Financial Advisors.

Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The official seal and wordmark for Northeastern University, represented by SYM Financial Advisors as a commission-free fiduciary.

Master of Science in Finance, Northeastern University

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The official seal and wordmark for Northeastern University, represented by SYM Financial Advisors as a commission-free fiduciary.

Master of Business Administration, Northeastern University

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Certified Financial Planner logo for SYM Financial Advisors.

CERTIFIED FINANCIAL PLANNER ®

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Rotary International logo featuring the blue text “Rotary” next to a yellow gear emblem, representing a commitment to the fiduciary standards often held by SYM Financial Advisors.

President, Rotary Club of Warsaw 

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: U.S. Marine Corps Forces Reserve emblem featuring an eagle, globe, and anchor superimposed over a map of the United States, representing a commission-free fiduciary partnership with SYM Financial Advisors.

Major in the Marine Corps Reserve

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Blue house icon containing the white text HOA for SYM Financial Advisors.

Treasurer, The Meadows Home Owners Association

Keith’s Favorite Book

For Whom the Bell Tolls

-Ernest Hemingway

Personal Pursuits

Keith enjoys all things sports and outdoors with wife Aubrey and their two children. He loves to cook and try new foods. He hopes to travel to every continent eventually.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.