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About Us

Built around what wealth means to a family not just what it earns.

Wealth means different things to different people.

For some, wealth grants the power to choose how and when they step into retirement. For others, it’s a business built with care, ready to pass on their legacy or to continue supporting their employees, partners, and family for years to come. For others still, it’s the quiet confidence that the people they love will be cared for long after they are gone.

Our Story

The numbers on the statement are real, but they are never the whole story. They are the means. What wealth is meant to accomplish is something each person, each family, and each business owner must define for themselves.

Founded in 2001 by John Y. Kim, J.D., LL.M. Symphony Financial Services Inc. is a company built on family values, not industry conventions. From day one, the focus has been on creating trusted, multi-generational relationships and being a steady guide through the financial decisions that matter most. In 2020, Craig M. Small, CFA became the firm’s first equity partner, joining John in leading Symphony into its next chapter and continuing to shape the firm around the people and businesses it serves.

Symphony is an independent wealth management firm based in Akron, Ohio, serving individuals, families, and business owners across the country. Over the years, advisors who share the same philosophy have joined the firm, bringing their own experience and client relationships, while embracing the values that have defined Symphony from the beginning. We are intentional about how we grow, adding people who view this work the same way we do: as a long-term commitment to the lives and legacies of our clients.

Our Mission

Our mission is simple: be a firm whose values align with yours, to serve as a steady guide through the financial decisions that carry real emotional weight, and to continually refine our processes around your unique goals.

Our Values

Our passion for building trusted relationships drives our vision: to redefine wealth management, one relationship at a time and to help bring meaningful financial guidance to our clients across generations.  When you work with us, you’re part of the Symphony family.