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.

Shane Bradley

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisor in a blue suit stands in an office by a large window.

Shane Bradley

Principal and Financial Advisor

Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives.

Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet.

Midland, MI

sbradley@sym.com

@shane-bradley-cfp%C2%AE-ms-564a33187

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Grace College logo in white text on a red background.

Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN

Circular logo for the College for Financial Planning, featuring an illustration of mountains, the acronym CFP, and the branding of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

MS in Financial Planning – College for Financial Planning

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: Circular logo for Midland Evangelical Free Church featuring a stylized wheat stalk, associated with SYM Financial Advisors.

Member and Volunteer, Midland Evangelical Free Church

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Midland County Habitat for Humanity logo featuring a house icon with three figures underneath, presented by SYM Financial Advisors.

Member, Board of Directors, serving as Treasurer for Midland County Habitat for Humanity

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.

Volunteer, Midland Area Community Foundation Scholarship Committee

Logo for the Great Lakes Bay Estate Planning Council featuring a map of Michigan inside a blue circle, representing the commitment of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, to the region.

Board Member, Great Lakes Bay Estate Planning Council

Favorite Authors

Patrick Lencioni , Steven Levitt, & John Maxwell

Personal Pursuits

Shane has a passion for archery and hunting and has some interesting tales of his adventures. His passion for the outdoors is shared by his wife, Marie, and newborn son Silas. During vacations, Shane and his family are working towards a goal of visiting all 63 of the US National Parks. Around Midland, you’ll often find Shane, Marie, and Silas maintaining their hobby farm, or taking a hike through the Chippewa Nature Center.

Get Shane’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.