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

SYM Financial Advisors

Name: SYM Financial Advisors
Address: 801 Park Avenue, Winona Lake, IN, 46590, US
Telephone: +18008887968

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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 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.

09/17/2026

What a great night at the new Ruoff Mortgage Stadium! ⚽️

Thank you to our guests who joined us for an evening with Fort Wayne Football Club. Between the exciting match, great conversations, and the opportunity to experience one of Fort Wayne’s newest venues, it was a memorable evening from start to finish.

Until next time… Go Fort Wayne FC!

09/15/2026

Business owners spend countless hours building a successful company. But when was the last time you evaluated your retirement plan?

A 401(k) shouldn't be a "set it and forget it" benefit.

The right retirement plan can help employees prepare for the future while helping employers attract and retain top talent.

It may be time for a fresh review. 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

09/08/2026

In a world full of texts, emails, and social media posts, we invite you to take a step away from the screen and create something by hand.

Join Gabby Tucker at The Gathering Place in Warsaw, Indiana for an evening of creativity, connection, and guided journaling as we explore favorite memories, meaningful moments, family traditions, future dreams, and the pieces of our stories that deserve a place on the page.

Enjoy light bites, mocktails, and meaningful conversation before a guided creative journaling experience led by Madison Coffman.

October 6 | The Gathering Place

Designed exclusively for women.

RSVP here: https://forms.cloud.microsoft/r/a1Ag9REm0y

09/07/2026

Happy Labor Day from SYM Financial Advisors!

Today, we recognize and celebrate the hard work, dedication, and contributions of those who help our communities grow and thrive. Thank you to all who work each day to support their families, businesses, and futures.

Please note, our offices will be closed today, Monday, September 7, in observance of the holiday, and we will resume normal business hours on Tuesday, September 8.

09/04/2026

That's a wrap on Summer Fridays... until next year!

As we say goodbye to another great summer, we're looking back on a few favorite moments from our recent team outing. From friendly competition to plenty of laughs, it was a great way to celebrate the season and spend time together outside the office.

Please note that beginning Tuesday, September 8, our offices will resume regular business hours: Monday-Friday | 8:00 AM-5:00 PM.

Here's to a great summer and an even better season ahead.

09/03/2026

Not all financial advice is created equal.

Our CIO, Andy Popenfoose shares a few red flags investors should know when evaluating their financial service provider.

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.

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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