Financial Symmetry offers complete financial planning advice to individuals and families, for every phase of life.

No commissions.

Financial Planner Raleigh | Compass | Investment Advisor Our team of financial planners work solely for our clients, offering unbiased investment advice on a fee-only financial planning service model. We are compensated directly by our clients, 100%.

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Investment Advisor Raleigh| Road Sign | Financial Planner RaleighCan I maintain my current lifestyle after retirement? How can I make sure my family is secure? Are my investments too risky? When can I retire? How do I choose a financial planner?

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News & Updates

  • Heather Gudac becomes newest partner in Financial SymmetryHeather Gudac becomes newest partner in Financial Symmetry

    • Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Gudac states, “I am proud to join the firm as a partner and look forward to contributing to our high-level client service model as our company continues to grow. I am excited to share ownership [...]

Financial Planner Raleigh | NAPFA | Investment Advisor Raleigh Investment Advisor Raleigh | CFP | Financial Planner Raleigh Financial Planner Raleigh | FPA | Investment Advisor Raleigh

Financial Planner services for the Raleigh NC area

We are an independent, employee-owned financial planning firm in Raleigh NC that provides financial services for individuals and their families on a fee-only basis.  Our financial advisors in Raleigh can help you with
  • hourly financial planning
  • investment management
  • investment advice
  • wealth management services
  • retirement planning
  • college planning
  • 401k allocation
  • portfolio management
All of our financial planners in Raleigh are Certified Financial Planners.  Our staff also includes two NAPFA advisors. We are always open to new financial planning inquiries and questions. Our investment advisors look forward to helping those in and around Raleigh answer questions like, "When can I retire?" and "How do I plan for retirement?" Feel free to call us with your questions about financial planning and investment advice.