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.

Uncategorized

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art for Executive Decisions featuring a portrait of guest Dennis McKeever, a commission-free fiduciary at SYM Financial Advisors.

Insight on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever

September 12, 2023

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty-year career where he primarily served as a senior manager in Research and Development.   However, he also had two business management experiences – first as the manager of the Chemicals business for Latin America and subsequently as the VP for the

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a meat cleaver labeled “Investing scam” positioned over the silhouette of a pig, highlighting the importance of choosing a commission-free fiduciary.

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

Read More »
Graphic for The Owner’s Corner podcast episode 15, featuring Maggie Browning and the SYM Financial Advisors logo for an independent, commission-free fiduciary with 55+ years of serving clients.

When Passion, Community, and Business Meet with Maggie Browning

June 27, 2023

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for “The Owner’s Corner” podcast episode 14 featuring Seth Whicker, branded with the SYM Financial Advisors commission-free fiduciary logo.

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

Read More »
Graphic for The Owner’s Corner, Episode 12, featuring Jill Young and the SYM Financial Advisors logo for the independent, commission-free fiduciary with 55+ years of serving clients.

The EOS Advantage with Jill Young

April 25, 2023

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series, which includes The Courage Advantage, The Learning Advantage, and The Thinking

Read More »
Profile view of a person wearing glasses reflecting lines of computer code, with the word “PASSWORD” visible on a screen, representing the security focus of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic.  In many ways, it’s like investing.  There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here