Treat Yourself

Treat Yourself

As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…

Employee Spotlight-Graham Hawes

Graham Hawes recently joined us full-time as our newest Research and Data Analyst after completing our internship program. Processing and interpreting data is at the core of our investment management. It takes someone with attention to detail and the ability…

Employee Spotlight-Colton Tickle

Colton recently joined us full-time as our newest Client Service Associate after completing our internship program.  Colton works directly with our clients, assisting them with account maintenance, including onboarding them to our Continuous Service and assisting our Advisors with financial…

Employee Spotlight- Darian Billingsley

Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program.  I knew early on that her ability to complete projects with tidy to-do lists and strong attention…

Checking in on Your Retirement Contributions

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 18th of 2017 to make…

Financial Symmetry Celebrates 15 Years of Service

We’ve been quite busy around the office lately. Our clients continue to share our name with their friends, family and coworkers.  We are so incredibly thankful and overjoyed with the trust you place in our guidance. To most, we’re a…