7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
Invested in the Community
Fort Wayne, IN Focus Areas:
401(k) Plans
Nonprofits
Financial advisors are investment professionals who work to leverage your wealth to accomplish defined goals throughout life and into retirement.
Financial advisors help guide decision-making with the primary aim of you getting the most from your finances and assets. If you are seeking someone with experience to guide financial decisions that align with your life priorities, a financial advisor is a key professional to have working for you.
Working with a financial advisor will help you identify the appropriate strategies and financial disciplines to implement for your needs. A financial advisor will use a well-established process to build your financial plan and will lead you through strategic steps to reach defined goals.
The SYM advisory, planning and service teams in Fort Wayne take a high-touch approach, striving to provide detail-oriented care and thorough financial planning
Do You Really Need A Financial Advisor?
Planning for your future and handling your finances should not be so burdensome that it takes time away from what is important to you.
Whether you are experiencing a major life change, need to prepare for your family’s needs, want to secure a contingency plan, or build a clear path to retirement, our financial advisors can help you through those complexities.
The prefix “sym” means together. We at SYM Financial synchronize the various parts of your financial equation in an effort to bring together – and keep together – what is most important to you.
We take into consideration your financial and personal priorities and use our knowledge to save, protect and grow your finances. It is our aim to be a lifelong partner, not a vendor.
Asking the Right Questions
Our Fort Wayne financial team consists of advisors, financial planners, and client service representatives empowered to deliver an uncommon level of personal service. We work to deliver uncommon results by managing financial complexities for our clients so they can focus on the things that are most enjoyable to them.
We consider all the important parts of the financial equation – your work, personal life, hobbies, lifestyle, etc. so we can get the whole picture and build an efficient financial plan.
Wealth Planning
Each person’s financial picture is unique. So, we make sure to produce personalized financial plans and strategies for our clients.
Significant events in life challenge one’s financial stance. Marriage, growing family needs, change of occupation, retirement, divorce or loss of a loved one – are good times to review the health of your financial plan.
Our financial advisors collaborate with you on tax planning, retirement planning, risk assessment, inheritance and much more to develop strategic financial plans that prepare you for retirement and also help you navigate milestone events like education, weddings, vacations and gifting along the way.
Office Information
Location
7030 Pointe Inverness Way #100
Fort Wayne, IN 46804
Fort Wayne Leaders
Tom Ackmann
Office Hours
- Monday 8:00 am - 5:00 pm
- Tuesday 8:00 am - 5:00 pm
- Wednesday 8:00 am - 5:00 pm
- Thursday 8:00 am - 5:00 pm
- Friday 8:00 am - 5:00 pm
Contact Us
- (260) 387-6822
Schedule an Initial Conversation
- Ask a Question
- Refer a Friend
The SYM team’s expertise runs deep and wide with designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD and AIF®. We believe our firm represents some of the best professionals in the industry, bringing our street smarts and book smarts to you.
To discuss your options with a SYM financial advisor in Fort Wayne IN, feel free to reach us at (260) 387-6822.
Creating a Financial Buffer
A solid financial plan can bring financial peace. A financial advisor accounts for the funds you need to enjoy living today and also what you will need for your future plans.
When working with one of our Fort Wayne SYM financial advisors go above and beyond the scope of the assets managed.
We can collaborate with other professional service providers and proactively work towards your best interests.
Comprehensive Financial Planning
You should feel comfortable that your financial advisor will hold the details you share in complete confidence because they need to know you well to build an accurate financial plan that suits your goals. Generic financial plans just won’t do.
We believe that risk tolerance, lifestyle choices, giving and retirement goals are essential priorities to discuss to develop an advisor-client relationship that works. Our financial advisors take the time to know you uncommonly well so that we can come up with a tailor-made investment plan specifically applicable to you.
SYM financial advisors invest the extra time to get to know clients – you will feel the difference. Since its founding in 1968, SYM has established a culture that encourages always acting in our clients’ best interests. That is a legacy that we work toward every day and we take it seriously.
Short-term and Long term Goals
We help you impact your financial goals not just by looking ahead, but also by looking around the corners.
Life is unpredictable and has a way of throwing us surprises. When things change, we work alongside you to help you adjust your financial goals accordingly. Our Fort Wayne team’s ultimate goal is to provide financial confidence through proven strategies and personal leadership.
Portfolio Management for You
SYM Financial is an independent firm not associated with any parent company. We act independently in our investment selection and are driven by what is in your best-interest (not outside custodial influences). We hope that people know how personally burdened each team member is to deliver value to our clients in a way that gives them financial confidence.
Our Portfolio Management Committee chooses investments and cost-effective solutions objectively. Our financial advisors practice a long-term investment philosophy that involves research-driven strategies, portfolio rebalancing and tax strategies. Portfolio management doesn’t have to be complicated. Let our competent and licensed financial advisors take the burden off your shoulders.
SYM Financial Advisors – Your Best Interest First
We work from a business model that produces the best possible results for our clients. SYM is a fiduciary which means our financial advisors are bound to act in your best interest before anything else.
SYM provides fee transparency. We want you to know what you are paying. No hidden commissions.
Service – Not Sales
SYM is a commission-free, independent Registered Investment Advisor (RIA). Unlike brokers or banks who are compensated by the sale of investment products, we prioritize high-quality, personalized service from our financial advisors. Our only motivation is to do and offer what’s best for your financial plan.
What are Registered Investment Advisors?
Registered Investment Advisors (RIAs) have clear fee structures. SYM charges fees on a percentage of assets or a flat fee.
RIAs commit to a fiduciary standard that requires them to act in the client’s best interest. They must disclose to you if they take take commissions as it can conflict with that fiduciary oath. SYM does not take commissions.
Keeping Up With Market Trends
The investment market can be unpredictable. SYM Financial acknowledges that when it comes to investments and wealth management, time has a way of shifting even the best-laid plans, and over the years your financial needs will inevitably change.
We work to protect your finances and investments by striving to anticipate market events and developments. Financial advisors are responsible for ongoing and regular analysis of your financial plan to ensure that directives stay on track.
Who We Serve
SYM financial advisors work with people from all walks of life. It is our goal to make each client aware of where they stand financially now to prepare them for a stable and successful future.
Corporate Executives
We help with equity-based compensation, retirement planning, and deliver actionable analysis of your stock options.
Medical and Dental Professionals
Talk to us about risk-policy analysis, debt repayment navigation, and practice ownership strategies.
Business Owners
Starting or maintaining a business entails important decision-making. SYM Financial collaborates with CPAs, lawyers, and other professionals to work towards your best interest, and succession planning begins earlier than you may think.
Retirement Plan Sponsors
SYM Financial Advisors provides 401(k) and retirement plan consulting services to plan sponsors across the United States. We work with you by collaborating with other professional resources, educating your employees and assuming fiduciary responsibility.
Non-profit Investment Consulting
SYM financial advisors act as a fiduciary manager dedicated to assist the board and executive team in making informed decisions. We guide organizations to get the impact they seek from its investments. We implement structured processes to address fiduciary liability, improve administrative efficiency and help protect trustees.
Why Work With SYM
“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
Acquiring the services of a financial advisor now is the first step to making your wealth work for you. SYM Financial has a broad team of financial advisors who are experienced in helping people turn their goals into action.
At SYM, we work alongside you to make sense of the financial complexities of life and help you take the best steps in your desired direction.
We construct plans that use your wealth in the most strategic ways possible to achieve your goals as they change. Your personalized plan will be made up of small, actionable tasks guided by a team of professionals.
We believe that uncommon relationships produce uncommon results, and we work each day in that belief to produce uncommonly good results for our clients.
Let’s Talk
Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Mishawaka, IN
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Fort Wayne, IN
(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804
How Can We Help?
Learn More
It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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As a seasoned financial professional with extensive experience in the field, I bring a wealth of knowledge to the discussion of financial planning and advisory services. Throughout my career, I have worked with diverse clients, including corporate executives, business owners, and nonprofit organizations. My expertise is grounded in practical experience, holding designations like CFA®, CFP®, CAIA®, CPA, FPQP™, MBA, MA, MS, JD, and AIF®.
Let's dive into the concepts mentioned in the provided article:
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Financial Advisors and Their Role: Financial advisors are professionals who assist individuals, businesses, and nonprofits in managing and optimizing their finances. They leverage their expertise to guide decision-making and help clients achieve their financial goals, both in the present and for retirement.
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Importance of a Financial Advisor: The article emphasizes the importance of working with a financial advisor to ensure that financial decisions align with one's life priorities. Financial advisors use a well-established process to build personalized financial plans and assist clients in reaching their defined goals.
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Approach of SYM Financial Advisors: SYM Financial takes a high-touch approach, providing detail-oriented care and thorough financial planning. They use the prefix "sym" to signify working together, synchronizing various parts of a client's financial equation to keep what's most important intact.
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Do You Really Need a Financial Advisor? The article suggests that handling finances should not be burdensome and that financial advisors can be valuable partners during major life changes, family planning, contingency planning, and retirement preparation.
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Wealth Planning: SYM Financial emphasizes the uniqueness of each person's financial picture, offering personalized financial plans and strategies. They address significant life events such as marriage, family growth, career changes, retirement, and loss of a loved one.
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Short-term and Long-term Goals: SYM Financial focuses on helping clients impact their financial goals by anticipating and adjusting to life's unpredictable changes. Their goal is to provide financial confidence through proven strategies and personal leadership.
-
Portfolio Management: SYM Financial, as an independent firm, emphasizes objective investment selection based on the client's best interest. They employ a long-term investment philosophy, including research-driven strategies, portfolio rebalancing, and tax strategies.
-
Registered Investment Advisors (RIAs): The article explains that SYM Financial is a commission-free, independent Registered Investment Advisor (RIA). RIAs adhere to a fiduciary standard, acting in the client's best interest and disclosing any commissions, which SYM does not take.
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Market Trends and Ongoing Analysis: SYM Financial acknowledges the unpredictability of the investment market and commits to ongoing analysis of clients' financial plans to ensure they stay on track despite changing market conditions.
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Client Segments: The article outlines specific client segments served by SYM Financial, including corporate executives, medical and dental professionals, business owners, retirement plan sponsors, and non-profit organizations.
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Office Locations and Contact Information: SYM Financial has multiple office locations, and the article provides contact information for scheduling initial conversations, asking questions, or referring a friend.
In conclusion, the provided article introduces the role of financial advisors, highlights the unique approach of SYM Financial Advisors, and emphasizes the importance of personalized financial planning to achieve short-term and long-term goals. The firm's commitment to fiduciary responsibility, independence, and client-focused service is evident throughout the content.
