SYM Financial Advisors

Employees 58 | Firm Type RIA | CEO Jerald (Jerry) Yeager | Location Winona Lake, Indiana | Primary Custodian Schwab Advisor Services |*4-time winner!

SYM Financial Advisors offers its employees paid time off to volunteer. Although it has five locations, associates from the entire firm get together throughout the year (during non-Covid-19 times) to keep up a culture of partnership. In 2020, the firm started FTO to allow employees to take 16 hours off per year to attend to family events without having to use PTO.

Due to the pandemic, the firm allows remote work and virtual meetings.