SYM Financial Advisors

Fee-only fiduciary financial planning and investment management801 Park Ave, Winona Lake, IN

Fee-only
Fiduciary
Independent RIA
Commission-free
Founded 1968

Call (800) 888-7968 Website Directions

About SYM Financial Advisors

The story

SYM Financial Advisors is an independent, fee-only registered investment advisory firm founded in 1968. Its advisors offer financial planning, investment management, retirement and estate and tax planning, and consulting for employer retirement plans. The firm works with corporate executives, medical and dental professionals, business owners, nonprofits and 401(k) plan sponsors.

Clients typically start with a planning meeting to set goals around retirement, major life changes or gifting. The firm says it is a fiduciary, charges either a percentage of assets or a flat fee, and takes no commissions. SYM has offices in Fort Wayne and Indianapolis, and meetings can be held in person or virtually.

What they offer

Services & specialties

Financial Planning
Investment Management
Wealth Planning
Retirement Planning
Portfolio Management
Private Investments
Employer Retirement Plans
Estate and Tax Planning
Financial Planning for Business Owners
Employer-Sponsored Retirement Plans
Fee-only fiduciary financial planning
Wealth management

Before you go

Good to know

What does SYM Financial Advisors offer?: SYM Financial Advisors is a financial advisor in Winona Lake, IN. Services include financial planning, investment management, wealth planning, retirement planning, portfolio management, private investments, employer retirement plans and estate and tax planning. Fee-only, Fiduciary, Independent RIA, Commission-free and Founded 1968.
When is SYM Financial Advisors open?: Mon – Fri: 8 AM – 5 PM; Sat – Sun: Closed.
Where is SYM Financial Advisors?: 801 Park Ave, Winona Lake, IN 46590. They serve Indiana, Michigan, Tennessee, United States.
How do I contact SYM Financial Advisors?: Call (800) 888-7968 or visit sym.com.

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