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.

Steve Yeager

A middle-aged professional from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, smiling while seated at a desk.

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

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

Bachelor of Science – United States Naval Academy

The William & Mary logo featuring a golden monogram and crown above “William & Mary” and “Chartered 1693,” representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Masters of Business Administration – College of William and Mary

Community

Logo for the Kosciusko County Community Foundation featuring a stylized hand reaching toward three stars, with the tagline “Where Donor Dreams Shine,” supported by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Board of Directors

Logo for the Warsaw Education Foundation, supported by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, featuring a red apple with a green leaf.

Former Member, Board of Directors

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a roaring tiger head logo set against black claw marks, with the word “WARSAW” in bold orange text below, representing SYM Financial Advisors.

Former Varsity Football Assistant

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A blue and yellow Spartan helmet logo for Jefferson Elementary with the text “Spartan Spirit!” above, supported by SYM Financial Advisors.

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.