How We're Different
Wealth Management Advisors
Core Values
Our wealth management service provides continuous monitoring and implementation of your financial plan, adapting as your situation becomes more complex.
Working in a wealth management relationship with FSI, you’ll have a team on your side to answer your ongoing financial questions and offer guidance throughout life’s unexpected financial situations.
Diverse team of fee-only fiduciary advisors
Our team consists of a near 50/50 split of women and men with a variety of different backgrounds, which is unique for the finance field. We believe that our diverse, equitable and inclusive team allows us to serve our clients with purpose to enhance and enrich their lives.
Deep dive on tax planning
From Roth conversions to donor-advised funds, our advisors are dedicated to finding tax opportunities customized for you to lower your lifetime tax rate. A few advisors have a CPA license and an Enrolled Agent accreditation for tax prep and more complex tax analysis.
Experienced with a passionate focus on expertise
All our advisors have CFP licenses along with additional designations in tax, retirement, and college planning. Additionally, advisors complete 2x the CFP requirement in continuing education.
History of guiding clients through tough times
You’ll have an investment team with over 20 years of experience working with clients through bull and bear markets. When the going gets tough, you can expect to reach your advisor and not a call center.
Everything in one place with Client Center portal
Internally developed client website to view your net worth, to-do items, portfolio results, spending, goals, accomplishments, and secure financial document storage.
Coordinate hard to work with accounts
We advise and help make decisions on “outside accounts” such as 401ks, HSAs, and 529 accounts into your investment portfolio that are often hard to integrate into one view.
Our History
Swipe to view more
2001
Financial Symmetry is formed. Bill Ramsay, CFP® the founder and president of our firm
Chad Smith, CFP® joins FSI as our first intern. He earns his CFP® certification and becomes partner with FSI in 2006.
2004
Allison Berger, CFP® joins FSI as an intern. She earns her CFP® certification in 2007 and becomes a partner with FSI in 2008.
2006
October
Will Holt, CFP®, CPA, joins FSI to help launch our Wealth Management service. He earns his CFP® certification and becomes a partner in 2009.
December
2008
Angela Keeley-White joins FSI as an intern. She later rejoins us in 2013 full-time.
2009
April
Grace Kvantas, CFP® joins FSI as an intern. She joins us full-time in 2010 and becomes our newest advisor in January 2016.
December
2010
Cameron Hendricks, CFP® joins FSI as an intern. He joins us full-time in 2010. He earns his CFP® certification in 2015 and becomes a partner in April 2016.
2012
September
December
Grayson Blazek joins FSI as an intern. He joins us full-time in 2014 and passes the CFP® exam in July 2016.
2013
2014
Haley Modlin joins FSI as an intern. She joins us full-time in 2015.
2015
FSI moves from Suite 120 to Suite 300, almost doubling our office space.
2016
April
FSI hosts our 6th annual client appreciation event with the Durham Bulls.
September
FSI welcomes its 80th intern.
2017
April
June
Colton Tickle joins FSI as a Client Service Associate.
July
2018
June
Colton begins a new role focused on Trading, Mutual Fund Management and Portfolio Administration. Haley and Darian are well on their way to completing the CFP® coursework.
September
Our Wealth Management clients surpass 450 households. Colton is promoted to Trader.
November
FSI hires Catherine Tillery, Tax Planner.
2019
January
FSI hires Christian Polanco, Client Service Associate. Grace becomes a partner in the firm. Our clients now surpass 475 households.
April
FSI promotes Angela to Client Service Manager and Darian to Senior Client Service Associate. Haley begins our Advisor in Training Program.
May
FSI hires our first Administrative Assistant, Sam Knighton.
August
FSI welcomes our 500th client!
September
Niamh Douglas joins FSI as a Client Service Associate. Her primary client assignments are a shift from Haley’s.
December
Haley passes her CFP® exam and moves into an Advisor Role.
2020
June
Emma joins as FSI’s newest Client Service Associate. Meredith joins FSI in a new role as Portfolio Operations Administrator.
Darian becomes FSI’s newest Advisor as she passes her CFP exam.
August
Justin is hired as Software Developer.
November
Heather is promoted into COO role.
2021
November
Christian passes CFP® exam.
2022
January
Christian is promoted to an Advisor role.
Haley becomes a shareholder.
Niamh is promoted to Senior Client Service Associate..
July
Garrick is promoted to an Advisor role.
Sam is promoted to Client Service Associate.
Emma becomes Financial Paraplanner Qualified Professional℠.
2023
January
FSI relocates to our new office space at Wade VDarian becomes FSI’s newest Advisor as she passes her CFP exam.
April
Angela, Darian and Colton become FSI’s newest shareholders
June
Garrison Weaver and Molly Kaminski join FSI as Client Service Associates.
August
Matthew Schulman joins FSI as our first Tax Planning Associate.
October
Jade Brookreson joins FSI as our Operations Associate.
November
Clare McGurk joins FSI as our Receptionist.
December
FSI welcomes our 750th client!
2024
January
FSI crossed the $1billion AUM mark Ella joins FSI following graduation as a CSA Niamh is promoted to an Advisor role
May
Riley joins FSI following graduation as a CSA
September
Molly and Ella become Financial Paraplanner Qualified Professionals℠.
Your wealth management team will tailor these strategies to your unique needs
Contact us today to see if our wealth management service is right for you.
