Illustration of two people nurturing a plant with a heart-shaped background. One person is holding a potted plant, while the other is watering it. The background features money, gift boxes, and a globe, symbolizing financial planning for nonprofits, growth, love, and generosity.

Comprehensive Asset Management for Nonprofits (Podcast)

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world and the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM’s services.

About SYM Financial Advisors

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