Financial Symmetry

Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area serving clients since 2001. They provide comprehensive fee-only, fiduciary financial planning and investment management, including retirement planning, tax planning, social security analysis, college planning, 401(k) allocation, and estate planning. With 13 CFP® professionals managing $1.2B in assets, they focus on helping busy professionals, those planning retirement, and clients experiencing major life changes reach their financial goals.