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.

Social Security Timing

Death and taxes may be the only two things that are certain in life. Although death is inevitable, preparing for it can be difficult. Making decisions too soon or too late can diminish or even eliminate some available planning options. Read more >>>

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Our Midwestern values and sensibilities support personalized service that allows us to build real relationships with our clients and take a customized approach to addressing their financial needs.
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TYM5K
Tracey Yeager Memorial 5K



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We are pleased to once again host the Tracey Yeager Memorial 5K Run/Walk at Winona Lake Park on Memorial Day 2014. Our goal is to continue to hold a family friendly event and to allow participants and spectators an opportunity to celebrate this day in remembrance of those who died in service of our country.

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