SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $3.3 billion in assets. (as of ADV filed 3/24/2023). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.
View Top Employees from SYM Financial AdvisorsWebsite | http://www.sym.com |
Revenue | $8 million |
Employees | 93 (93 on RocketReach) |
Founded | 1968 |
Address | 801 Park Ave., Winona Lake, Indiana 46590, US |
Phone | (574) 267-2300 |
Fax | (574) 269-5905 |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Portfolio Management, Employer-Sponsored Retirement Plans |
Web Rank | 5 Million |
Keywords | Sym Financial, Www.Sym.Com |
Competitors | Janiczek Wealth Management, LASSUS WHERLEY & ASSOCIATES, P.C., Newport Private Wealth, The Welch Group, Wealth Enhancement Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular SYM Financial Advisors employee's phone or email?
The SYM Financial Advisors annual revenue was $8 million in 2024.
Rod Coleman is the President of SYM Financial Advisors.
93 people are employed at SYM Financial Advisors.
SYM Financial Advisors is based in Winona Lake, Indiana.
The NAICS codes for SYM Financial Advisors are [523, 52, 52393, 5239].
The SIC codes for SYM Financial Advisors are [628, 62].