What departments does SYM Financial Advisors have?

SYM Financial Advisors has employees across 5 departments including Business Development, Education, Finance, Information Technology, Support.

What is the largest department at SYM Financial Advisors?

The largest department at SYM Financial Advisors is Finance with 6 employees.

Where are SYM Financial Advisors employees located globally?

SYM Financial Advisors has employees across 2 continents and 2 countries including Indonesia, United States Of America.

How has SYM Financial Advisors's team size changed over time?

SYM Financial Advisors's team has decreased from approximately 93 to 92 employees based on available data.

SYM Financial Advisors Employee Directory

Financial ServicesIndiana, United States51-200 Employees

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm focused on portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. The firm emphasizes a client-centric approach, dedicating time and resources to understand each client’s goals and acting as fiduciaries to operate in their exclusive best interest. Based in Winona Lake, Indiana, with multiple locations servicing Indiana and Michigan, SYM maintains a team of professionals who support client service and advisory efforts across its practice. The company positions itself within the financial services sector as a trusted advisor that combines investment strategy with relationship-based service to help clients pursue financial success.

SYM Financial Advisors Global Highlights

North America
109

United States Of America
109

Asia
1

Indonesia
1

SYM Financial Advisors's Leadership

K. H.
Director Of Marketing And Business Development
Mobile Phone
Email
S. B.
Principal And Financial Advisor
Mobile Phone
Email
J. W. W.
Senior Client Services Representative
Mobile Phone
Email
G. F.
Principal
Mobile Phone
Email
P. D.
Senior Financial Analyst
Mobile Phone
Email
S. S.
It
Mobile Phone
Email
T. D. S.
Financial Advisor
Mobile Phone
Email
E. E.
Financial Planner
Mobile Phone
Email

SYM Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Entrepreneurship
Other
Human Resources
Legal

Contact profiles from SYM Financial Advisors

Name

Title

Contact

Location

Last Update

K. H.
Director Of Marketing And Business Development
Mobile Phone
Email
Sep 12, 2026
S. B.
Principal And Financial Advisor
Mobile Phone
Email
Jun 08, 2026
J. W. W.
Senior Client Services Representative
Mobile Phone
Email
Sep 05, 2026
G. F.
Principal
Mobile Phone
Email
Oct 22, 2024
P. D.
Senior Financial Analyst
Mobile Phone
Email
Oct 21, 2024
S. S.
It
Mobile Phone
Email
Sep 18, 2026
T. D. S.
Financial Advisor
Mobile Phone
Email
Sep 18, 2026
E. E.
Financial Planner
Mobile Phone
Email
Sep 18, 2026
J. O.
Financial Advisor
Mobile Phone
Email
Apr 16, 2026
J. B.
Client Service Representative
Mobile Phone
Email
Sep 19, 2026

Frequently Asked Questions

What is SYM Financial Advisors known for?

SYM Financial Advisors was founded in 1968 and operates in the Financial Services industry. You can contact SYM Financial Advisors's main corporate office by phone at

+1-574-267-****

. Explore SYM Financial Advisors's company overview page for more information.

What is SYM Financial Advisors's most common email format?

SYM Financial Advisors employees' email format typically follows the pattern of FLast@sym.com. Trying to find reliable and up-to-date employee contact data? Find more SYM Financial Advisors email formats with LeadIQ.

How many employees does SYM Financial Advisors have currently?

SYM Financial Advisors has approximately 92 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are SYM Financial Advisors's key employees and leadership?

As of August 2026, SYM Financial Advisors's key employees include:

Director Of Marketing And Business Development: K. H.
Principal And Financial Advisor: S. B.
Senior Client Services Representative: J. W. W.
Principal: G. F.
Senior Financial Analyst: P. D.

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SYM Financial Advisors Employee Directory

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