SYM Financial Advisors

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 special

ize 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.

Congratulations to Seth Shetler on his new role as Financial Planner in our Mishawaka office!We look forward to seeing S...
07/10/2026

Congratulations to Seth Shetler on his new role as Financial Planner in our Mishawaka office!

We look forward to seeing Seth continue to grow and make a positive impact in his new role. Please join us in congratulating him on this exciting career milestone.

07/09/2026

What if confidence and growth weren't a tradeoff?

Hear from our CIO, Andy Popenfoose, as he shares what makes SYM's investment philosophy different and how our approach seeks to balance both.

The best parts of the Fourth of July are often the simplest: family, friends, and a chance to slow down and enjoy a summ...
07/03/2026

The best parts of the Fourth of July are often the simplest: family, friends, and a chance to slow down and enjoy a summer weekend.

Please note: Our offices will be closed Friday, July 3, in observance of Independence Day and will reopen with normal business hours on Monday, July 6.

Wishing you a safe and happy Fourth of July weekend from all of us at SYM!

Business owners and HR leaders who oversee a company retirement plan: Annual plan testing results can serve as more than...
06/26/2026

Business owners and HR leaders who oversee a company retirement plan: Annual plan testing results can serve as more than a compliance check. They're also a good opportunity to take a fresh look at your plan's overall health.

A few questions worth considering:
• Is our plan still aligned with our goals?
• Are our employees receiving the education and guidance they need?
• Do we feel confident in the support we're receiving?

Even small adjustments can make a meaningful difference for both employers and participants over time.

Learn more or schedule a discussion with a plan specialist: https://www.sym.com/employer-sponsored-retirement-plans/

Many business owners spend years building a successful company but put their own financial planning on the back burner.Q...
06/23/2026

Many business owners spend years building a successful company but put their own financial planning on the back burner.

Questions we often help business owners think through:
• Am I saving enough for retirement?
• Is my business my retirement plan?
• Do I have a succession strategy?
• Am I balancing personal and business goals effectively?

Building a business takes vision. Building long-term financial confidence takes a plan. We're happy to help you think through these questions and create a strategy tailored to your goals.

Schedule a conversation with our team: https://www.sym.com/schedule-an-appointment/

06/12/2026

Sunshine, championship golf, and great company. ☀️⛳️

We had a wonderful time spending the day with guests at the Dow Championship, enjoying meaningful conversations, beautiful weather, and world-class competition.

Thank you to everyone who joined us and helped make the day so memorable.

06/09/2026

The best investment strategy isn’t about chasing trends; it’s about delivering real value.

At SYM, it all comes back to one key philosophy, and how we apply it is what makes the difference.

Hear from our CIO Andy Popenfoose on why balance matters and the nuances behind every decision.

It’s almost Dow Championship week in Midland, MI!SYM is proud to once again sponsor this incredible LPGA event. From ins...
06/04/2026

It’s almost Dow Championship week in Midland, MI!

SYM is proud to once again sponsor this incredible LPGA event. From inspiring competition to meaningful community moments, the Dow Championship is always a highlight of the summer.

Here’s to a great week ahead! ⛳️

May was a month of impact at SYM.What began last year as Investing in Community Impact, a dedicated month to highlight t...
05/29/2026

May was a month of impact at SYM.

What began last year as Investing in Community Impact, a dedicated month to highlight the passion, service, and connection our team brings to the causes that matter most, continues to grow in meaningful ways.

Throughout May, our team came together to serve and support the communities we work in and call home. We volunteered with organizations like One Generation Away, Gleaners Food Bank, and Community Harvest to support families facing food insecurity, served nearly 80 local youth at Baker Youth Club, and gave time to Habitat for Humanity to help create safe, stable housing. We also partnered with organizations like Beaman Home to refresh spaces for survivors, supported animal welfare efforts through Humane Fort Wayne and St. Joseph County Humane Society, and contributed to community events and initiatives like IRIS Family Services’ annual duck race and educational experiences at World Baseball Academy.

And as May comes to a close, the impact doesn’t stop here. We’re proud of the difference our team is making, not just this month, but all year long.

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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