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Financial Symmetry, Inc provides fee-only financial planning, portfolio management and wealth management services for individuals and their families.
“Fee-only” means we neither sell products nor receive commissions, which allows us to offer our clients the impartial advice necessary to make effective financial decisions. Taking care to identify individual needs and values, we offer confidential, trustworthy and attentive service to clients to help them accomplish their personal and financial goals.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets.
All of our primary advisors have earned the CFP® Certification.
The certification requires meeting rigorous professional standards including completion of a CFP® Board Certified education program, passing a comprehensive examination, fulfilling three years of full-time industry relevant work experience, complying with the CFP® Board Code of Ethics, and ongoing continuing education.
Read more about the definitions and requirements of our professional designations.
Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.
By using his decade of experience and the education he earned with his CFP license, Chad works with clients as a Primary Advisor.
Allison fills a primary advisor role in the Financial Symmetry team. After completing her degree at NCSU, she worked in an assisting advisory position while studying through the CFP coursework. She enjoys building personalized strategies to meet the unique needs of each client and providing guidance through the changes that life brings.
Will has been a trusted advisor in the Triangle area for fifteen years. He has earned his reputation by working with small business owners and the other advisors that entrepreneurs rely on to build successful businesses.
Heather is our Operations Manager and Office Manager. She began her career in late 2006 when she joined us as an intern during her junior year of college at NC State University. Heather is responsible for overseeing operations across our firm to enhance the quality of our client relationships. Her primary focus is improving our internal processes through portfolio administration and growth management.
Cameron Hendricks is our Data Specialist. He started as an intern with FSI in May of 2010, during his junior year of college at NC State University. Cameron’s responsibilities include overseeing our daily data processing, quarterly review reconciliation, cash flow monitoring and cost basis reporting.
Grace Kvantas is our Operations Specialist. She started in FSI’s internship program in October of 2009, during her junior year at NC State University. Grace’s responsibilities include investment account maintenance, financial planning and wealth management support, and financial document processing.
Mike recently joined Financial Symmetry after making a career change from the banking industry to personal financial planning. He passed the CFP® exam in March 2011 and is in the process of fulfilling the experience requirement to complete the CFP® designation. His current responsibilities include assisting the advisors in all aspects of financial planning, data management and detailed research analysis to best serve our clients for the long term.