SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships.  We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals.  As fiduciaries, you can be assured that SYM operates in your exclusive best interest.

We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan.  We oversee more than $4.1 billion in assets (as of ADV filing on 12/31/23). 

Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

Investment Management

Personal Finance

Retirement

SYM Financial Advisors

The Winona Lake office focuses on financial advisory services, compliance, client support, and business development initiatives.

SYM Financial Advisors

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