Financial Symmetry is proud to celebrate 20 years of living our mission to enhance the lives of our clients and communities through empowerment, education, and guidance toward financial prosperity.
To celebrate we kicked off our 20th year with an employee virtual event to renew our commitment to this mission and refresh our vision for the future.
Enhance Today, Enrich Tomorrow
Financial Symmetry began with the vision of our founder, Bill Ramsay, to provide financial advice in the best interest of clients, with minimal conflicts of interest. Bill shared with the team his aspirations for providing high-quality client service and helping more people reach their long-term goals. His commitment to integrity, continuous improvement, and teamwork has led Financial Symmetry to be recognized as one of the 2021 InvestmentNews Best Places to Work for Financial Advisors. Bill’s leadership has been integral to FSI’s ability to adapt to the rapidly changing industry landscape of the 21st century.
Dedication to Core Values
As part of our team building event, we reviewed our company’s core values and discussed the ways we live those values every day to improve the lives of our clients.
By the Numbers
A lot has happened over the last 20 years. Our 2020 Annual Report highlights our expansion from local roots to a national reach. Some other interesting stats include:
- 640 blog posts
- 139 podcast episodes
- 95 interns
- 23 employees
- 23 states
- 9 client appreciation events
- 7 interns now Advisors
- 6 interns now Shareholders
- 4 office relocations
To Another 20 Years and Beyond
We are passionate about helping you retire with confidence and achieve your long-term goals. Our commitment to our vision, mission, and core values builds the infrastructure to continue delivering a consistent client experience as our business grows to serve more families. If you are ready to enhance today and enrich tomorrow, please contact us today.
