SYM Financial Advisors is one of the Midwest's largest fee-only independent wealth management firms with $2.4 billion in assets under management. Headquartered in Winona Lake, Indiana with offices in Fort Wayne, Indianapolis, and South Bend, Indiana and Midland, Michigan, SYM Financial serves as fiduciary financial advisor to executives, private business owners, physicians, families, and not-for-profit organizations across the U.S.
Wealth Planning, Portfolio Management, Employer-Sponsored Retirement Plans, Financial Advisor