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 welcomed Paul Dornbier to the team in August 2015 as a Financial Advisor. Paul has a strong professional background in investment consulting, research, and performance analysis, most recently as Head of U.S. Value Equity Manager Research for a Chicago-based firm. He holds a BBA degree from the University of Iowa, where he graduated with double majors in finance and economics and an international business certificate, and is a CFA Level III Candidate. Paul and his wife Brianna make their home in Fort Wayne, Indiana.