SYM Financial Advisors

Services Offered

• Wealth management
• Portfolio management
• 401(k) solutions
• Financial planning

About

SYM Financial Advisors is a fee-only independent wealth management firm located in Mishawaka, Indiana, with additional offices in Fort Wayne, Indianapolis, South Bend, and Midland, Michigan. The firm manages $4.8 billion in assets and offers a range of services including goals-based portfolio management and transparent 401(k) solutions. SYM Financial serves a diverse clientele, including executives, private business owners, physicians, families, and not-for-profit organizations across the United States. As fiduciary advisors, they prioritize the interests of their clients in all financial planning and investment decisions.

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