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Steve Yeager

A man with short, light brown hair and a beard is sitting at a desk, smiling. He is wearing a dark sweater over a collared shirt and is resting his arms on the desk. In the background, there is a blurred window with blinds.

Steve Yeager

Principal, Senior Financial Advisor

Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.  

Winona Lake, IN

syeager@sym.com

Credentials

The image shows the emblem of the United States Naval Academy. It features a design with the text "United States Naval Academy" encircling a crest that includes a trident, an anchor, and other nautical symbols.

Bachelor of Science – United States Naval Academy

William & Mary logo featuring a stylized gold W&M insignia with a crown on top, and the text "William & Mary" in green below. The text "Chartered 1693" appears underneath the name in green.

Masters of Business Administration – College of William and Mary

AIF logo featuring a stylized orange sunburst to the left of the letters "AIF" in black. To the right, the text reads "Accredited Investment Fiduciary" in black, with the Registered Trademark symbol accompanying both "AIF" and "Accredited Investment Fiduciary.

ACCREDITED INVESTMENT FIDUCIARY®

Community

Logo of the Kosciusko County Community Foundation. A blue emblem at the top features a hand cradling three gold stars. Below, stylized text reads "Kosciusko County Community Foundation" with the tagline "Where Donor Dreams Shine" in gold at the bottom.

Board of Directors

A logo featuring a red apple with a green leaf at the top. The words "Warsaw Education" arch over the apple, and "Foundation" is written below it, with a horizontal line separating the upper and lower text.

Former Member, Board of Directors

A logo featuring the head of a roaring tiger in black, orange, and white. Behind the tiger are four large claw marks. Below the tiger, the word "WARSAW" is written in bold, uppercase, orange letters with a subtle white outline.

Former Varsity Football Assistant

A graphic of a Spartan helmet in blue and yellow with the text "Spartan Spirit!" above it and "Jefferson Elementary" below in blue. The text and helmet are stylized in a bold, energetic design.

Former Boys Basketball Coach

Personal Pursuits

Steve and his wife Megan are the proud parents of seven kids. Steve loves to stay active biking, hiking and playing golf. He also enjoys playing guitar in his spare time.

Favorite Book

“Sea Stories – My Life in Special Operations” – Admiral William H. McRaven

Get Steve’s Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* 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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