KOSCIUSKO — SYM Financial Advisors, headquartered in Winona Lake, with offices in Fort Wayne, Carmel, South Bend and Midland, Mich., reached a landmark in 2018 by celebrating 50 years since the company’s founding.

“On the occasion of SYM’s 50th anniversary, we take pause to reflect on how few companies enjoy the opportunity to celebrate such a milestone,” said SYM president Rod Coleman, CFP, MBA. “We also appreciate our clients who honor SYM with their trust. We appreciate our teammates who have been responsive and flexible through deep recessions and economic booms, who anticipated and adjusted to significant changes in our industry so that SYM could be at the top of our game today.”

“We believe a key differentiator for SYM is that for years, we’ve focused on building a diversified ownership structure made up of full-time employees, whose ages span two decades, and who are each committed to the future success of SYM for our clients. We also believe that SYM’s high service level will always be in demand with the right type of client, and we are laser-focused on serving that specific client. Training, technology, and the depth of our team allows us the blessing of serving those clients more completely than ever before.”

With assets under management of approximately $2.4 billion, SYM’s fee-for-service business model grew from its roots as a product-based financial advisory/insurance firm in 1968. Today, SYM participates in a fee-only compensation structure and acts as a legal fiduciary to all clients.

SYM will mark this important anniversary by hosting community celebrations with the theme “Passing on the Wealth of Life: It’s Much More than Money.” Events will be held Wednesday, Sept. 19 at the Midland Country Club in Midland, Mich.; Tuesday, Sept. 25 at the Montage in Indianapolis; Wednesday, Sept. 26 at Sycamore Hills Golf Club in Fort Wayne; and Thursday, Sept. 27 at the Heritage Room in Winona Lake. Visit SYM’s website for additional details and to RSVP.