SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a smiling SYM Financial Advisors fiduciary in a blazer and button-down shirt sitting at a desk.

Seth Whicker

Principal, Senior Financial Advisor

Seth works as a senior financial advisor and Area Leader. He also oversees the business development efforts for SYM Financial Advisors and serves on the SYM Investment Committee.

His favorite part of his job is helping clients achieve their financial goals, putting together a solid plan and seeing the plan come to fruition.  What he enjoys most about his clients is learning their story.

Credentials

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Masters in Financial Analysis- College for Financial Planning

Masters in Financial Planning- College for Financial Planning

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Ball State University logo featuring a winged figure inside a shield above the university name, presented by SYM Financial Advisors.

Bachelor of Science in Financial Institutions – Ball State 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

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Member, Fort Wayne Museum of Art Finance Committee 

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Elected Official, President Wells County Council

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Member, Wells County Community Foundation Board

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Member, Bi-County Services Board

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Map of Indiana with one county highlighted in red for SYM Financial Advisors.

Chair, Wells County Health Services Board

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President, Wells County Economic Development 

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Map of Indiana with one county highlighted in red for SYM Financial Advisors.

Member, Bluffton Land Trust Board

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Member, Byron Health Finance Committee

Seth’s Words to Live By

Always do what is right.

Favorite Book

“The Millionaire Next Door” by Thomas J. Stanley

Personal Pursuits

Seth loves to travel with his family and attend his children’s activities. Outside, you may find him running and playing golf.

Get R. Seth’s Help

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 Fort Wayne work for you call 800-888-7968 or email info@sym.com.