Company News

Financial Symmetry Promotes Colton Tickle to Portfolio Manager

05/24/2021

Financial Symmetry is thrilled to promote Colton Tickle to Portfolio Manager. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients. Heather…

2021 InvestmentNews Best Places to Work For Financial Advisers

04/26/2021

Angela Keeley-White and Allison Berger

Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to…

Financial Symmetry Is Partnering With 3rd Decade

04/12/2021

Guest Authors

At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. …

Financial Symmetry Promotes Heather Gudac to COO

02/01/2021

Angela Keeley-White

Financial Symmetry is thrilled to promote Heather Gudac to Chief Operating Officer. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients.…

Investopedia 100 Top Financial Advisors of 2020 – Chad Smith

01/04/2021

Angela Keeley-White

What a year 2020 was. A roller coaster of fear and surprise. But one bright spot happened late in the year when one of our advisors, Chad Smith, CFP® was…

Good Planning Equals a Higher Probability of Success

08/03/2020

Heather Gudac

Diligence and integrity are among our core values, both in personal financial planning and for our business. In keeping with those values, we build contingency plans to ensure we maintain…

Darian Billingsley, CFP® is Financial Symmetry’s Newest Advisor

06/08/2020

Heather Gudac

Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…

We’re Here For You

04/10/2020

Heather Gudac and Haley Modlin

Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included…

Haley Modlin, CFP® is Financial Symmetry’s Newest Advisor

02/18/2020

Heather Gudac

Haley Modlin has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of…

Niamh Douglas Joins Financial Symmetry

10/14/2019

Angela Keeley-White

Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University…

Company News

Financial Symmetry Promotes Colton Tickle to Portfolio Manager

2021 InvestmentNews Best Places to Work For Financial Advisers

Financial Symmetry Is Partnering With 3rd Decade

Financial Symmetry Promotes Heather Gudac to COO

Investopedia 100 Top Financial Advisors of 2020 – Chad Smith

Good Planning Equals a Higher Probability of Success

Darian Billingsley, CFP® is Financial Symmetry’s Newest Advisor

We’re Here For You

Haley Modlin, CFP® is Financial Symmetry’s Newest Advisor

Niamh Douglas Joins Financial Symmetry

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