Wealth Planning

Tailored strategies to maximize wealth growth and protection.

Portfolio Management

Intelligent investment management to align with your financial goals.

Employer Retirement Plans

Comprehensive planning to ensure a secure and comfortable retirement.

fast facts about SYM Financial Advisors

Meet The Martins

The Martins give insight into how SYM’s financial planning helped them achieve their goals and dreams.

Meet The Colmans

A business owner and his wife share how a solid financial plan changed their lives and allowed them to do what they have always desired, retire early and enjoy their labor of love on the farm.

Meet The Ellisons

Hear from a retired corporate executive and a retired teacher living out their dreams in retirement

Over 2500 Clients Across The Country

Location where clients reside.

What Makes SYM Different?

Service Not Sales

We are a commission-free, independent Registered Investment Advisor (RIA) – not a bank or broker compensated by the sale of investment products. SYM’s only “product” is high-touch, personalized service, so our only motivation is to do what’s best for you.

Depth of Bench

The SYM team’s expertise runs deep and wide with designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD and AIF®. This means our financial advisors represent some of the best in the industry, bringing our street smarts and book smarts to you.

Employee-Owned

SYM pursues the best talent out there, then we give them a path to career growth and ownership. That means lifelong relationships and continuity for our clients, and employee-owners who are personally invested in creating a remarkable client experience.

Learn How It All Began

In 1968, a group of entrepreneurs came together to create something different.

Learn more by downloading our brochure.

Let us help!

We’ll listen. Then advise on your next best steps toward financial clarity.

* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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