Financial Advisors
Raleigh, NC
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.
Ideal for: Busy professionals, pre-retirees and retirees, high-net-worth families, business owners seeking comprehensive financial planning
Service area: Raleigh, Durham, Chapel Hill, and surrounding Triangle area
Employee-Owned & Fee-Only Structure: As an independent, employee-owned firm with fee-only fiduciary compensation, Financial Symmetry aligns incentives directly with client success rather than commission-based products.
13 CFP® Professionals: The firm maintains a team of 13 CERTIFIED FINANCIAL PLANNER™ professionals who provide comprehensive planning across retirement, taxes, college funding, and estate strategies.
Long-Term Client Relationships: Operating since 2001 with 98.5% client retention, Financial Symmetry demonstrates deep expertise in guiding clients through all life phases and market cycles.
Address: 5438 Wade Park Blvd Suite 310, Raleigh, NC 27607
Phone: (919) 851-8200
Website: financialsymmetry.com
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