If I become a client, who will I work with?

Financial Symmetry uses a team approach in our client relationships to utilize areas of expertise and efficiencies throughout our firm.

Our Investment Management and Wealth Management clients have at least one primary and one assisting advisor. 

Our Financial Planning clients have at least one primary advisor, who consults with our other CFP® advisors depending on the areas of expertise needed. 

All of our clients benefit from our CPA, Will Holt, CFP®, who helps our clients realize tax and cost savings strategies.