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.

Preparing for the Next Correction 

Last week the Dow broke 17,000. Even the small-cap index, the Russell 2000, notched a new high, illustrating the breadth of this healthy bull market. 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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The Right Advisor

Jerry Yeager
Chief Executive Officer



Jerry Yeager is the CEO of SYM Financial Advisors. In this role, he is focused on achieving successful outcomes for his clients as well as the SYM team serving the firm’s clients. Before coming to SYM, Jerry practiced law in Warsaw, Indiana, and Nashville, Tennessee, where he served individual and business clients in the areas of estate and tax planning, business law and planning for business ownership and management succession. 
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