About Us
Financial Symmetry, Inc provides fee-only financial planning and portfolio 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.
Meet Our Staff
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.
Bill Ramsay, CFP®
Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff. Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning and Investment Advisor. He has also been interviewed for national financial publications like The Wall Street Journal and Barron's as well as general news publications such as Newsweek and the Raleigh News and Observer.
bramsay@financialsymmetry.com
919-851-8200 ext. 204
Chad Smith, CFP®
Since starting with Financial Symmetry as an intern, Chad has been involved with all sides of the Financial Planning client relationship. This includes client communications, investment research, and complex portfolio analysis. Currently, Chad is serving clients in the Primary Advisory role. After completing his degree at NC State, Chad studied through the College of Financial Planning and earned his CFP® license. He is an active member of NAPFA, the Financial Planning Association and FPA's NexGen. He has been quoted and appeared in Bloomberg.com, Businessweek.com, Msn.com, Financial Planning Magazine, Triangle Business Journal, and Investment News.
csmith@financialsymmetry.com
919-851-8200 ext. 202
Allison Berger, CFP®
Allison joined Financial Symmetry after participating in our internship program. Since then, she has earned a Series 65 license and her CFP designation. Since completing the requirements to earn her CFP® license, Allison has moved into an advisory role with the firm in addition to overseeing business management and human resources initiatives. She is an active member of NAPFA, the Financial Planning Association and FPA's Nexgen. Allison graduated from NC State University with a BS in Business Management with a concentration in Finance and a minor in fitness.
aberger@financialsymmetry.com
919-851-8200 ext. 201
Will Holt, CPA North Carolina #25694
Will Holt comes to Financial Symmetry from the field of public accounting where he began providing accounting and tax services to the local community in 1995. He earned his CPA certificate in 1998. Consistency and a dedication to quality are the principles that Will has relied on during his career. Will brings his expertise in income tax and financial accounting to assist our Wealth Management clients. He also will be involved in the management of our daily operations to help ensure the accuracy and integrity of our systems. Will is a graduate of NC State University and is an enthusiastic supporter of the Wolfpack.
wholt@financialsymmetry.com
919-851-8200 ext. 203
Heather Zaczek, Office Manager and Operations Specialist
Heather joins Financial Symmetry after participating in our internship program. Heather specializes in operations management, portfolio administration, and growth management. She also oversees our internship program. Heather graduated from NC State University with a BS in Business Management with a concentration in Finance.
hzaczek@financialsymmetry.com
919-851-8200 ext. 205