At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-based Registered Investment Advisory (RIA) firm, we provide full-service wealth management, portfolio management, and retirement plan management services to our valued clients throughout the United States. To deliver the highest possible level of customer service, SYM advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.



Where’s My Stuff? Digital Assets in Estate Planning

“Honey, where did you put that frequent flyer statement/prescription list/photo from last week’s company picnic – you know… where do you keep our stuff?”

It used to be we would answer that question by pointing to a file cabinet, junk drawer, book case, or pile of papers: “Look over there.” But thanks to new technology, the answer is no longer that simple. Now, we might just as readily point to our laptops, tablets, or smartphones.