SYM Financial Advisors is a fee-only, owner-operated, 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. We specialize in portfolio management and wealth management for high net worth families, foundations, and not-for-profit organizations, as well as retirement plan management for small to mid-size businesses. Our client service teams include over 50 motivated and experienced professionals and para-professionals in five locations in Indiana and Michigan. We work with over 1,000 clients, overseeing in excess of $2 Billion of investable assets. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate for our clients to help them achieve their vision of financial success.