Financial Symmetry

Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area of North Carolina. It works on a fee-only basis and offers financial planning, investment management, retirement planning, tax planning, Social Security analysis, college planning, 401k allocation and estate planning. The firm reports about $1.5 billion in assets managed and serves clients in all phases of life, from people planning to retire to busy professionals and those facing a sudden change in wealth or income.

New clients begin with an expectations call, followed by a four to six week process of building a plan through the firm's six-step ENGAGE Journey. The office is at Wade Park Boulevard in Raleigh, and the firm lists 13 CFP professionals on its team.