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SYM Financial Advisors

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(574) 287-0035
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About SYM Financial Advisors

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.

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4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
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Services SYM Financial Advisors Offers

Wealth Planning, Portfolio Management, Employer-Sponsored Retirement Plans, Financial Advisor

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Company Info
  • No. of Employees 62
  • No. of Locations N/A
  • Year Founded 1968
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