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.

Sarah Delahanty

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a black blazer sits in an armchair.

Sarah Delahanty

Principal, Senior Financial Advisor

Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!”

You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She takes a holistic approach to financial planning and starts with listening first.  Sarah devotes a lot of time serving corporate executives in the Midland, MI area by providing equity-based compensation strategies and personalized stock option analysis. Regardless of the stage of life you are in or the need that you have, Sarah can provide insight to your financial picture.

Midland, MI

sdelahanty@sym.com

@sarah-delahanty-cfp%C2%AE-mba-72557013

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: White “S”, “V”, and “U” letters stacked on a red square background, the logo for SYM Financial Advisors.

Bachelor of Arts in Organizational Communication – Saginaw Valley State University, University Center, MI

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Northwood University logo featuring a blue and white stylized letter N inside a square, with the school name below, displayed near SYM Financial Advisors, a commission-free fiduciary.

Master of Business Administration – Northwood University, Midland, Michigan

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: United Way of Midland County logo, featuring the “LIVE UNITED” text above the United Way name and hand-and-sun icon.

Member, Community Investment Committee, United Way of Midland County

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: White “S”, “V”, and “U” letters stacked on a red square background, the logo for SYM Financial Advisors.

Member, Investment Committee, Saginaw Valley State University Foundation

Logo for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, featuring a key shape containing symbols for a quill, scales of justice, crossed keys, and a scroll, reflecting professional standards.

Member, Northeastern Michigan Estate Planning Council

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.

Member, Midland Area Community Foundation Directed Grants Committee

Sarah’s Words to Live By

Consistency is the key to success.

Personal Pursuits

Sarah relishes spending time with family and friends.  In her spare time she can be found biking, kayaking, hiking or trying a new fitness class.

Get Sarah’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.