SYM Financial Advisors

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SYM Financial Advisors Guiding individuals, families, and business owners to financial success with tailored wealth planning, portfolio management, and 401(k) solutions.

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

10/23/2026

“I hire SYM to simplify things.”

That's a perspective our CIO, Andy Popenfoose, hears more often than you might expect. Hear why simplicity, confidence, and peace of mind matter just as much as investment performance.

Way to go, Justin Lai! 👏Justin recently earned the Microsoft Dynamics 365 AI Consultant Associate certification, validat...
10/21/2026

Way to go, Justin Lai! 👏

Justin recently earned the Microsoft Dynamics 365 AI Consultant Associate certification, validating his expertise in AI-enhanced CRM solutions, automation, and Microsoft Copilot capabilities. With fewer than 1,000 professionals worldwide holding this certification and only 42% passing on their first attempt, this is an incredible accomplishment.

We're proud to have you on the SYM team!

At SYM, we believe meaningful impact starts with serving others. Last week, our Winona Lake team joined 504 business lea...
10/12/2026

At SYM, we believe meaningful impact starts with serving others. Last week, our Winona Lake team joined 504 business leaders from across the community at the 2026 Warsaw MobilePack to be a part in helping pack 300,888 meals through FMSC. We're grateful for the opportunity to lend a hand, support an incredible mission, and be part of something bigger than ourselves.

10/09/2026

A beautiful fall night for An Evening in the Orchard. 🍎🍂

Janae O’Rourke, CFP®, ChFC®, hosted a lovely evening at Baynes Apple Valley, bringing women together for bouquet making, c***r tastings, and a look at the orchard’s history.

With perfect fall weather and meaningful conversation, it was a wonderful opportunity to connect with women in our Midland community.

Thank you to everyone who joined us and made the evening so special!

Meet Jack! 🌟We're excited to welcome Jack Horoho to SYM as a Financial Advisor in our Winona Lake office.Jack is passion...
10/08/2026

Meet Jack! 🌟

We're excited to welcome Jack Horoho to SYM as a Financial Advisor in our Winona Lake office.

Jack is passionate about helping clients achieve their goals and enjoys building meaningful connections while learning their unique stories. Outside of work, he loves spending time with his wife and daughter, tackling projects around the house, and cheering on the Purdue Boilermakers.

Welcome to the team, Jack!

10/07/2026

An evening of creativity, reflection, and meaningful conversation.

Last night, we gathered at The Gathering Place in Warsaw for Pages of Legacy, hosted by Gabby Tucker, CFP®, with creative direction by Madison Coffman.

Together, we created journals to hold our stories, memories, and the things that matter most. In an increasingly digital world, there’s something special about putting pen to paper and creating something tangible to revisit and share.

We loved seeing each journal page come to life. Thank you to everyone who attended and made the evening so meaningful!

What does your retirement plan say about your company?The organizations that make the greatest impact aren't just focuse...
10/06/2026

What does your retirement plan say about your company?

The organizations that make the greatest impact aren't just focused on employees during their working years...they care about their financial well-being long after retirement.

A thoughtful 401(k) plan is more than a benefit. It's a statement of your values.

Set up a complimentary 30-minute conversation to learn more here: [email protected]/s/I6RKl_pkskyVxxjGv0MPqg2?ismsaljsauthenabled" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/s/I6RKl_pkskyVxxjGv0MPqg2?ismsaljsauthenabled

Meet Justin! 🌟We're excited to welcome Justin Lai to the SYM team as a Business Systems Administrator.Justin has always...
10/01/2026

Meet Justin! 🌟

We're excited to welcome Justin Lai to the SYM team as a Business Systems Administrator.

Justin has always had a passion for technology and enjoys helping others get the most out of the tools they use every day. Whether he's troubleshooting a challenge or improving a process, he loves finding solutions that make technology work better for everyone.

Outside of work, you'll find Justin spending time with family, staying active in the gym, or pursuing his love of photography and travel.

Please join us in welcoming Justin to SYM!

Address

801 Park Avenue
Winona Lake, IN
46590

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18008887968

Website

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