
We selected Financial Symmetry after researching several fee-only financial planning firms in the Raleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016....
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Financial Symmetry is an independent, employee-owned financial advisory firm located in the Triangle area of North Carolina, specializing in fee-only financial services. The firm prioritizes client interests through comprehensive offerings including financial planning, investment management, retirement planning, and more.
With over $1.2 billion in assets managed and a client retention rate of 98.5%, Financial Symmetry serves clients at various life stages, adapting financial plans to help them achieve their goals. Their six-step ENGAGE Journey framework guides new clients through a structured process of developing personalized financial strategies.
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We selected Financial Symmetry after researching several fee-only financial planning firms in the Raleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016....
We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed and informative! Provided a variety of options, provided good communication throughout the...