Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.
An icon of a video player with a green play button in the center, symbolizing an engaging investment plan. The player interface includes a progress bar at the bottom, with a circular control for navigating through the video. The image is set against a white background.

The Difference the Right Financial Advisor Can Make

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list.  Maybe you don’t fully understand how one can benefit you.  You could even think it is not worth the cost.  There is evidence a financial advisor will actually save you money in various ways.  You can read more about that in this blog.

Consider how a financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.  It can be hard to truly digest what this means until you have experienced a financial advisory relationship at work in your own life. Sometimes a picture, or a moving picture in this case, makes the point best so we are sharing this video by Dimensional. We think it illustrates the point beautifully.

As fiduciaries we embrace our responsibility to keep one main aim at the heart of our work, to put your best interest ahead of ours.  We strive to be the right financial advisor for you; the one that makes the difference.  Let us show you where a relationship with SYM Financial Advisors can take you. Start here.

Disclosure: This link is to a third-party site and is not affiliated with SYM Financial Corporation (“SYM”).  This video is for informational use only and should not be considered investment advice or an offer to sell any product.  SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request. 

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