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, our trusted advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.
SYM Financial Advisors is pleased to announce the promotions of Shane Bradley and Michelle Hipskind.
Shane Bradley, CFP®, Financial Paraplanner
In 2017, Shane reaped the result of hard work and study when he passed the Certified Financial Planner™ exam. 2018 will see Shane shine in his new role of Financial Paraplanner in the Winona Lake, IN office.
Michelle Hipskind, Financial Advisor
Michelle joined SYM in November of 2016 as an Associate Financial Advisor and today we celebrate her 2018 promotion to Financial Advisor. She works in the Fort Wayne, IN office.