The future
belongs to those
who invest in it
Fee-Only Fiduciary Financial Advisors
Our Advisory Firm
We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis.
Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.
We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances.
At a Glance
$1B
Dollars in Assets Managed
As of 02/29/2024
13
Number of CFP®s
2001
Serving Clients Since
97.5%
Client Retention Rate
Who We Serve
Financial Symmetry serves clients across all phases of life, adapting their financial plans to best reach their goals.
Planning to Retire
Upcoming retirement brings up questions about Social Security, which account to withdraw from first and will your money last? Are you ready?
Busy Professionals
How much longer do you need to work, and how much can you spend now to meet your retirement goal? What’s the best way to pay for college for your children?
Sudden Life Event
Are you new to financial planning or experiencing a sudden change in wealth or income? Navigating your future wealth opportunities can bring uncertainty. Let’s start the conversation on what’s next.
Our Process
When getting started with new clients, we’ll describe the six steps in our ENGAGE Journey.
After the expectations call, we’ll begin a 4-6 week process of developing your plan.
