Check out the new Financial Symmetry Website!
We’ve recently launched a newly designed website: www.FinancialSymmetry.com We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features…
Company News
Financial Symmetry’s Allison Berger Completes Half Marathon
There are many similarities between financial planning and marathons. It takes commitment, discipline and follow through to complete both. Our own Allison Berger found out how challenging, but gratifying the second…
Bill Ramsay Participates in TBJ Roundtable
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th,…
Will Holt Earns CFP Certification
Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement.…
Allison Berger & Chad Smith Speak at NC State Personal Finance Club
What are the steps you wish you would have taken when first starting out? So many of us begin our saving journey slowly. For many a new car, extravagant trips,…
Avoiding Elderly Fraud
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to…
Chad Smith Quoted in Wall Street Journal
Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.