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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Steve Yeager

A man with short, light brown hair and a beard is sitting at a desk, smiling. He is wearing a dark sweater over a collared shirt and is resting his arms on the desk. In the background, there is a blurred window with blinds.

Steve Yeager

Principal, Senior Financial Advisor

Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.  

Winona Lake, IN

syeager@sym.com

Credentials

The image shows the emblem of the United States Naval Academy. It features a design with the text "United States Naval Academy" encircling a crest that includes a trident, an anchor, and other nautical symbols.

Bachelor of Science – United States Naval Academy

William & Mary logo featuring a stylized gold W&M insignia with a crown on top, and the text "William & Mary" in green below. The text "Chartered 1693" appears underneath the name in green.

Masters of Business Administration – College of William and Mary

AIF logo featuring a stylized orange sunburst to the left of the letters "AIF" in black. To the right, the text reads "Accredited Investment Fiduciary" in black, with the Registered Trademark symbol accompanying both "AIF" and "Accredited Investment Fiduciary.

ACCREDITED INVESTMENT FIDUCIARY®

Community

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Board of Directors

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Former Member, Board of Directors

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Former Varsity Football Assistant

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Former Boys Basketball Coach

Personal Pursuits

Steve and his wife Megan are the proud parents of seven kids. Steve loves to stay active biking, hiking and playing golf. He also enjoys playing guitar in his spare time.

Favorite Book

“Sea Stories – My Life in Special Operations” – Admiral William H. McRaven

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

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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