About Sycamore Financial Group
Sycamore Financial Group is a seasoned investment management and financial planning company dedicated to strategically guarding and growing client assets. With a client-centered approach, Sycamore Financial Group focuses on delivering solid returns, reduced volatility, and tax efficiency through disciplined investment strategies. Established in 1983, the firm has built a reputation for integrity, trust, and education, serving as a knowledgeable and trusted financial advisor for individuals and families. Sycamore Financial Group is committed to helping clients achieve their long-term financial objectives, offering comprehensive counsel to simplify financial decisions and build customized plans for investing, retirement planning, and college savings. As one of the first Certified B Corporations in Indiana, Sycamore Financial Group legally considers the impact of its decisions on stakeholders and the environment, ensuring a commitment to social responsibility alongside financial success. They offer various investment solutions and financial planning services, with offices in Indiana and New York.
Website: https://sycamoreweb.com/
Founded: 1983
Office Locations
- Anderson, IN
- Kokomo, IN (Headquarters)
Team Members
- Anita Faulkner, Vice President, Principal
- Brent Yard, CFP, Investment Advisor
- Kathryn Carter, Data & Performance Management
- Allison Rumschik, Investment Adviser, Principal
- Craig Smith, CFP, President, Portfolio Manager, and Analyst
- Karen Conrad, Registered Assistant