Financial Symmetry

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5438 Wade Park Blvd Ste 310
Raleigh, NC 27607

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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5.02 reviews
Photo of Steve B.
Steve B.
6/28/2019

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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Katie V.
4/5/2019

We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed and informative! Provided a variety of options, provided good communication throughout the...

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United StatesNorth CarolinaRaleighFinancial Symmetry