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.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Scott Holmes, owner of ABI Attachments and managing director of PivotPoint, for the SYM Financial Advisors Owner’s Corner series.

The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement

June 4, 2024

In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the

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Portrait of Steve Gundy, President of Steve Gundy Coaching, for The Owner’s Corner series by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

February 22, 2024

Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping others. Looking ahead,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a stack of books topped with a piggy bank next to wooden blocks that spell out FAFSA, a concept regarding financial planning for SYM Financial Advisors.

10 Main Changes to FAFSA

January 26, 2024

Dreading the FAFSA this year? Things just got better. You may have heard that the federal Student Aid office revamped its FAFSA form.  This is the Free Application for Federal Student Aid, and it has historically been a doozy to complete.  It has been intimidating, so much so that many have chosen not to complete it, potentially missing out on significant financial aid. Changes were made to the 2024-25 FAFSA form in an effort to

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Green video player icon with a play button for SYM Financial Advisors.

The Difference the Right Financial Advisor Can Make

December 20, 2023

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

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