Our Professional Designations

Wealth Management Advisors

The Value of Expertise

At Financial Symmetry, we believe it is important to maintain high standards of expertise and business practices.

That belief made it easy to choose to operate in accordance with SEC Registered Investment Advisor regulations which require a fiduciary standard in service to clients rather than the much lower commission product sales standards of FINRA regulated brokers or state regulated insurance agents.

Commission-Based vs. Fee-Only Advisors

If you are interested in learning more about the difference between commissioned agents and fee only advisors, we recommend reading this Wall Street Journal article, titled The Fight Over Who Will Guard Your Nest Egg.

Find out more about the following commonly used terms and industry designations:

Your wealth management team will tailor these strategies to your unique needs