SYM Financial Advisors

About SYM Financial Advisors

<p>Fee-only investment advice is the focus at SYM Financial Advisors, an independent Registered Investment Advisor founded in 1968. The firm is employee-owned and works as a fiduciary, offering commission-free guidance for individuals, families, businesses, and organizations.</p> <p>Headquartered in Winona Lake in northern Indiana (near the Warsaw area), SYM has offices across the Indianapolis and Fort Wayne metros, plus Mishawaka in the South Bend region, and Midland in central Michigan. The firm also serves the Greater Nashville area. As of 2026, SYM reports $4.9B in assets under management.</p> <p>SYM works with pre-retirees and retirees, corporate executives, healthcare professionals, business owners, and organizations such as nonprofits and foundations. For workplace retirement programs, the firm provides <a href="/plan-advisors">plan advisor</a> support as a 3(21) fiduciary advisor, helping plan sponsors evaluate investments and document decisions.</p> <p>One differentiator is the depth of credentials across the advisory team, including CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD, and AIF®.</p> <ul> <li>Fee-only RIA investment management and financial planning</li> <li>3(21) fiduciary support for employer-sponsored retirement plans</li> <li>Plan investment due diligence and selection support</li> <li>Advice for individuals, families, executives, and business owners</li> <li>Guidance for nonprofits and foundations</li> </ul>

Website: https://www.sym.com/

Founded: 1968