We’ve recently launched a newly designed website- www.FinancialSymmetry.com. We felt that a new site was needed to showcase our services in an easy-to-navigate manner.
A few of the new features include client stories, frequently asked questions and additional details of our services.
We invite you to browse our new website and hope you find it easy to [...]
In response to the many fears and uncertainties that arose during the recent economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus” tour. On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]
On November 1st, 2009 Allison Berger completed the Rex Healthcare Half Marathon in Raleigh, NC. She finished with a time of about 2:05:20. Although the course was hillier than her training runs she still beat her goal of running 10 minute miles. This was the first distance running event that Allison has participated in and [...]
After 10 years in the same location, we’ve outgrown our space. We have moved to a new building next door to our old one. As we settle in, we may be slow to respond to voice mail or email messages.
Our new address is:
1511 Sunday Drive
Suite 120
Raleigh, NC 27607
Thank you for your patience, we look forward [...]
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th, 2009 issue.
Bill also participated in the Triangle Busniess Journal’s rountables on August 23, 2007 and [...]
Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will!
The following is Will’s recent letter to our clients announcing his achievement.
When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting and taxation [...]
On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both junior partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management.
The club was created for students who are interested in careers in financial planning, who want to [...]
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why we feel it’s essential to do our best to spread awareness about this topic and provide tips of how to avoid these scams in the future. One of our partners, Chad Smith, CFP®, recently spoke, for the second time, to [...]
Chad Smith, CFP® was recently quoted on wsj.com. In the article, “Financial Advisers Look Local,” Shelly Banjo profiled several ways Financial Symmetry was reaching out to clients in the Triangle. Some of these initiatives included working with charitable organizations, educating younger couples, and providing information on the company’s blog.
Download pdf of article
The recent economic turmoil has left many people with hard-to-answer questions. That’s why local professionals have combined their efforts to give back to the public through the “Your Money Clinic” scheduled for Saturday, Sept. 19th from 9 a.m. – 12 p.m.
