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 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.

10/09/2026

A beautiful fall night for An Evening in the Orchard. 🍎🍂

Janae O’Rourke, CFP®, ChFC®, hosted a lovely evening at Baynes Apple Valley, bringing women together for bouquet making, c***r tastings, and a look at the orchard’s history.

With perfect fall weather and meaningful conversation, it was a wonderful opportunity to connect with women in our Midland community.

Thank you to everyone who joined us and made the evening so special!

Meet Jack! 🌟We're excited to welcome Jack Horoho to SYM as a Financial Advisor in our Winona Lake office.Jack is passion...
10/08/2026

Meet Jack! 🌟

We're excited to welcome Jack Horoho to SYM as a Financial Advisor in our Winona Lake office.

Jack is passionate about helping clients achieve their goals and enjoys building meaningful connections while learning their unique stories. Outside of work, he loves spending time with his wife and daughter, tackling projects around the house, and cheering on the Purdue Boilermakers.

Welcome to the team, Jack!

10/07/2026

An evening of creativity, reflection, and meaningful conversation.

Last night, we gathered at The Gathering Place in Warsaw for Pages of Legacy, hosted by Gabby Tucker, CFP®, with creative direction by Madison Coffman.

Together, we created journals to hold our stories, memories, and the things that matter most. In an increasingly digital world, there’s something special about putting pen to paper and creating something tangible to revisit and share.

We loved seeing each journal page come to life. Thank you to everyone who attended and made the evening so meaningful!

What does your retirement plan say about your company?The organizations that make the greatest impact aren't just focuse...
10/06/2026

What does your retirement plan say about your company?

The organizations that make the greatest impact aren't just focused on employees during their working years...they care about their financial well-being long after retirement.

A thoughtful 401(k) plan is more than a benefit. It's a statement of your values.

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

Meet Justin! 🌟We're excited to welcome Justin Lai to the SYM team as a Business Systems Administrator.Justin has always...
10/01/2026

Meet Justin! 🌟

We're excited to welcome Justin Lai to the SYM team as a Business Systems Administrator.

Justin has always had a passion for technology and enjoys helping others get the most out of the tools they use every day. Whether he's troubleshooting a challenge or improving a process, he loves finding solutions that make technology work better for everyone.

Outside of work, you'll find Justin spending time with family, staying active in the gym, or pursuing his love of photography and travel.

Please join us in welcoming Justin to SYM!

🎓 Last Chance to Apply!This month, our team has enjoyed meeting students at career fairs throughout Indiana and Michigan...
09/28/2026

🎓 Last Chance to Apply!

This month, our team has enjoyed meeting students at career fairs throughout Indiana and Michigan. If we crossed paths on campus, now's the time to take the next step. Applications for our 2027 Summer Internship Program close on October 1st.

If you're looking to gain hands-on experience, work alongside experienced financial professionals, and take on meaningful projects that build real-world skills, now is the time to apply.

Our 13-week rotational internship includes advisor mentorship, client experience, investment portfolio work, and a financial planning capstone project designed to help students grow both professionally and personally.

Apply before the deadline: https://www.sym.com/internships/

Know a student who would be a great fit? Tag them below or share this post!

09/25/2026

A beautiful evening at the FWMoA for The Art of Being Prepared. 🎨

Michelle Hipskind, CFP® and Kristy Burns led a thoughtful conversation for women about planning for the future, surrounded by art and great company. Thank you to everyone who joined us and helped make the evening so special!

Yesterday, team members from four of our six SYM offices joined Habitat for Humanity of Kosciusko County Women Build, wo...
09/24/2026

Yesterday, team members from four of our six SYM offices joined Habitat for Humanity of Kosciusko County Women Build, working side-by-side to help build a home for a local family.

It was a rewarding opportunity to step away from our day-to-day work, work together in a new way, and give back to the communities we serve.

09/23/2026

Our Chief Investment Officer, Andy Popenfoose's first investment wasn't Apple. It wasn't Microsoft. It was sheep.

While the math looked pretty good on paper, he quickly learned there's more to investing than expected returns.

Watch Andy share the story and the lesson he still carries with him today.

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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