Rod Coleman

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a light blue button-down shirt stands at a desk in a SYM Financial Advisors office with a large window.

Rod Coleman

President & CEO, Senior Financial Advisor

Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. He serves on the SYM Investment Committee.

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: United States Naval Academy crest on a dark blue background, representing SYM Financial Advisors as a commission-free fiduciary.

Bachelor of Science in Economics, with Merit – U.S. Naval Academy

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The Chicago Booth School of Business logo featuring the university crest, representing SYM Financial Advisors as a commission-free fiduciary.

Master of Business Administration – University of Chicago, Booth School of Business

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

Logo for the SYM Financial Advisors Tri-Kids-Try Tri-City Kids’ Triathlon, an independent, commission-free fiduciary with 55+ years of serving clients, featuring colorful text and a graphic of a continuous line shaped like a footprint.

Co-founder, Tri Kids Try Youth Triathlon

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for My Michigan Health, University of Michigan Health, which partners with SYM Financial Advisors as a commission-free fiduciary.

Investment Committee, My Michigan Health

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for the Midland Area Community Foundation featuring an abstract red arch above the text, representing SYM Financial Advisors as a commission-free fiduciary.

Investment Committee and past Treasurer, Midland Area Community Foundation

Rod’s Words to Live By

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” -Theodore Roosevelt

Personal Pursuits

Rod enjoys his family, fitness, and challenging the mind and body. He has a strong commitment to community service and was named a Junior Achievement Business Hall of Fame Laureate in 2025.

Get Rod’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 Midland work for you call 800-888-7968 or email info@sym.com.