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.
Rod Coleman oversees personal financial advisory services at SYM, including application of our portfolio management and wealth management services for our individual and institutional clients. Rod oversees SYM's broad offerings, including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, and portfolio management and advisement for nonprofit organizations and group retirement plans.