
Sycamore Financial Group
Sycamore Financial Group is an independently owned and operated regional financial services corporation focused on providing investment management and financial planning services to individuals, trusts, and corporations.
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Sycamore Financial Group is an independently owned and operated regional financial services corporation based in Indiana. They are committed to providing high-quality investment management and financial planning services to their clients. With a focus on building long-term relationships, Sycamore strives to understand their clients' unique financial goals and objectives to create customized plans. They emphasize a client-centered approach, consistently producing the highest quality results and exceeding expectations.
Sycamore Financial Group is dedicated to ethical and transparent business practices and was one of the first corporations in Indiana to become a Certified B Corporation. This means they are legally required to consider the impact of their decisions on workers, customers, suppliers, the community, and the environment. Their core values are integrity, trust, and education, and they believe in guiding clients toward financial success with expertise, dedication, and personalized attention.
Benefits
Sycamore Financial Group offers a comprehensive benefits package that includes a 401(k) plan with an employer match, opportunities for professional development, and a commitment to employee well-being. They are also a Certified B Corporation, indicating their commitment to considering the impact of their decisions on their workers and the environment.
Mission
Sycamore Financial Group is an independently owned and operated regional financial services corporation dedicated to building, protecting, and growing their clients' wealth over the long term. They strive to provide objective and unbiased financial planning and investment management while upholding the highest standards of trust. Their mission is to guide their clients toward achieving a financially sound and enjoyable retirement through sound planning and disciplined investment management.
Culture
Sycamore Financial Group promotes a culture centered on integrity, trust, and education. They emphasize a client-centered approach, building long-term relationships through personalized service and objective financial advice. The company prioritizes a team environment, recognizing the value of its experienced professionals and their contributions to the company's success. Sycamore Financial Group also demonstrates a strong commitment to social responsibility, as evidenced by its status as a Certified B Corporation and its commitment to environmental sustainability.
DE&I
Sycamore Financial Group is a Certified B Corporation, demonstrating its commitment to considering the impact of decisions on its employees, customers, suppliers, the community, and the environment. This commitment extends to diversity, equity, and inclusion, as the company strives to build a workplace that values and represents the diversity of its clients and the communities it serves.
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