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

SYM Financial Advisors

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United States
Winona Lake, IN
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.

09/02/2026

We invite you to join Michelle Hispkind, CFP® & Kristy Burns at the Fort Wayne Museum of Art for an evening focused on getting the important details of your financial life organized, accessible, and easier to manage. Both for yourself today and for the people who may need them someday.

Enjoy light bites, cocktails, and meaningful conversation as we share practical ways to stay prepared, protect what matters most, and make things easier for the people you care about.

September 24 | Fort Wayne Museum of Art

Designed exclusively for women.

RSVP here: https://forms.cloud.microsoft/r/cQcRLuQDmz

09/01/2026

🎓 Applications for SYM's 2027 Summer Internship Program are officially open!

Looking for hands-on experience, meaningful projects, and the opportunity to learn from experienced financial professionals?

Our 13-week rotational internship gives students the chance to gain real-world experience, build industry knowledge, and grow alongside a team invested in their success. The program includes advisor mentorship, client experience, investment portfolio work, and a financial planning capstone project.

Ready to learn more and apply? https://www.sym.com/internships/

Tag a student who should check it out!

08/27/2026

What a beautiful night at the ballpark!

Thank you to our guests who joined us at the Great Lakes Loons game. Between the perfect weather, great conversations, and exciting baseball, it was an evening to remember.

Until next time... Go Loons! ⚾

08/26/2026

Way to go, Logan Vinson! 👏

Logan recently earned his CFP® designation, adding to his professional credentials alongside CFA® and CAIA®. This accomplishment demonstrates his dedication to expanding his knowledge and strengthening the investment guidance and research that support our clients' financial success.

Congratulations, Logan! We're proud to have you on the SYM team.

08/25/2026

Could this be you next summer? ☀️

Building real-world experience. Learning from industry professionals. Contributing to meaningful projects. Growing alongside a team that's invested in your success.

Applications for our 2027 Summer Internship Program open September 1st.

Until then, explore our Internship page to learn more about the experience, meet past interns, and see what a summer interning at SYM is all about: www.sym.com/internships

08/24/2026

Meet Prachi! 🌟

Prachi Dalwadi recently joined our Franklin, TN office as a Client Service Representative. With experience in the nonprofit sector, she's a creative thinker who loves helping others and making life a little easier for those around her.

When she's not at work, she enjoys spending time with family and friends, trying new foods, watching movies, and learning new things.

Please join us in welcoming Prachi to SYM!

08/19/2026

At SYM, we believe strong communities are built through connection, and there's no better place to connect than a summer evening in the park.

We're proud to partner with Historic Franklin Parks to bring Concerts in the Park to City of Franklin, TN - Municipal Government residents and visitors. If you missed the first show, don't worry. There are still two opportunities to enjoy free live music at Bicentennial Park.

See you in the park!

08/14/2026

Out of Office for Our Summer Outing! ☀️

Today, our team is taking a break from the office to enjoy our annual employee summer outing. It's a chance to relax, connect, and celebrate the incredible people who make our work possible.

We'll be back and ready to assist you on Monday, August 17. If you need immediate assistance, please call 260-341-1294.

08/12/2026

Many people use their HSA for current medical expenses. Fewer realize it can also be part of a long-term wealth-building strategy.

Learn More: https://www.sym.com/leveraging-your-health-plan-for-growing-wealth/

08/07/2026

Congratulations to Tyler Ostrom, Principal and Financial Advisor in our Winona Lake office, on being recognized by the Kosciusko County Community Foundation with the 2026 Investment Advisory Award.

This honor reflects Tyler's dedication to helping clients align their financial goals with their values while making a lasting impact in the communities they care about. We're proud to have Tyler representing SYM and serving others with integrity and expertise.

Read more here: https://timesuniononline.com/stories/community-foundation-honors-tyler-ostrom-with-investment-advisory-award,295307

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

http://www.sym.com/

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