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.
A person wearing a blue button-up shirt sits cross-legged and writes in a notebook. The words "Business Owner" are prominently displayed in white text within a rectangular frame over the image.

Wealth Management for Business Owners


SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.

About SYM Financial Advisors

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