# Sycamore Financial Group
Source: https://planprovider.pro/provider/sycamore-financial-group

> Sycamore Financial Group is a seasoned investment management and financial planning company dedicated to strategically guarding and growing client assets. Wi…

Retirement Plan Advisor

Kokomo, IN

## 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/](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

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