Meet Our Team
Bill Ramsay, CFP
Chad Smith, CFP
Allison Berger, CFP
Will Holt, CPA, CFP
Financial Symmetry, Inc provides fee-only financial planning, portfolio management and wealth management services for individuals and their families.
“Fee-only” means we neither sell products nor receive commissions, which allows us to offer our clients the impartial advice necessary to make effective financial decisions. Taking care to identify individual needs and values, we offer confidential, trustworthy and attentive service to clients to help them accomplish their personal and financial goals.
Our investment advisory philosophy is built on maintaining long term relationships – not only between us and our clients, but also between our clients and the financial markets.
All of our primary advisors have earned the CFP Certification.
The certification requires meeting rigorous professional standards including completion of a CFP Board Certified education program, passing a comprehensive examination, fulfilling three years of full-time industry relevant work experience, complying with the CFP Board Code of Ethics, and ongoing continuing education.