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.

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.

Summer Fridays are back! ☀️ Starting this week through Labor Day (September 4), our offices will follow summer hours:Mon...
05/28/2026

Summer Fridays are back! ☀️

Starting this week through Labor Day (September 4), our offices will follow summer hours:

Monday–Thursday: 8:00 AM – 5:00 PM
Friday: 8:00 AM – 12:00 PM

We’re excited to give our team a little extra time to relax, recharge, and enjoy the summer season. If you need us on a Friday afternoon, please call 800-888-7968.

We’re thrilled to celebrate Marissa Nowak for officially earning her FPQP® designation!This achievement reflects her ded...
05/26/2026

We’re thrilled to celebrate Marissa Nowak for officially earning her FPQP® designation!
This achievement reflects her dedication to learning and commitment to serving clients. Congratulations, Marissa! 🎉

Today, we pause to honor and remember those who made the ultimate sacrifice for our country. Their sacrifice will never ...
05/25/2026

Today, we pause to honor and remember those who made the ultimate sacrifice for our country. Their sacrifice will never be forgotten.

Our offices are closed today in observance of Memorial Day and will resume normal business hours on Tuesday, May 26.

Wishing everyone a safe and meaningful Memorial Day.

This week, all five of our interns from across our offices came together in Winona Lake for a day full of connection, le...
05/22/2026

This week, all five of our interns from across our offices came together in Winona Lake for a day full of connection, learning, and a little fun along the way.

From hearing SYM’s story through time with Jerry Yeager to sharing a meal with the team and wrapping up the day at the Golf Club, it was a great look at what makes this place special.

We’re so excited to have them with us this summer!

We’re thrilled to celebrate Lisa Vaillancourt for officially earning her FPQP® designation!This achievement reflects her...
05/21/2026

We’re thrilled to celebrate Lisa Vaillancourt for officially earning her FPQP® designation!

This achievement reflects her dedication, hard work, and commitment to excellence in serving clients. Congratulations, Lisa! 🎉

This past weekend, team members from our Midland, MI office volunteered at the 36th annual Midland Blooms project, coord...
05/20/2026

This past weekend, team members from our Midland, MI office volunteered at the 36th annual Midland Blooms project, coordinated by the Midland Business Alliance. Alongside nearly 600 community volunteers, they helped plant vibrant red, white, and blue petunias along both sides of Eastman Avenue.

Midland Blooms is a long-standing community tradition focused on beautifying the area, and we’re grateful to have played a small part in helping bring it to life this year.

We’re proud of our team for their continued commitment to giving back and making a difference in the communities we live and serve.

We loved spending time with the Humane Society of St. Joseph County! Our Mishawaka team pitched in with some outdoor cle...
05/19/2026

We loved spending time with the Humane Society of St. Joseph County!

Our Mishawaka team pitched in with some outdoor clean-up and had a blast helping create dog-made art that will be featured at their upcoming events.

A fun and meaningful way to invest in our community 🐾

The countdown is on! Less than one month until Zoofari at the Fort Wayne Zoo ! This one-of-a-kind evening brings our com...
05/18/2026

The countdown is on! Less than one month until Zoofari at the Fort Wayne Zoo !

This one-of-a-kind evening brings our community together for local brews and bites, live music, and unforgettable animal experiences, all while supporting a meaningful cause. We’re honored to help bring it to life as this year’s presenting sponsor.

It’s always a night to remember! Who’s counting down with us?

Great day at the NIHRA - Northeast Indiana HR Association Conference!Proud to be a sponsor and have ourQualified Plan te...
05/14/2026

Great day at the NIHRA - Northeast Indiana HR Association Conference!

Proud to be a sponsor and have ourQualified Plan team there representing SYM, connecting with HR professionals across the region, and sharing ideas around employee benefits and workplace solutions.

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

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