Enhance Today | Enrich Tomorrow
Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well being, but also to the culture of positivity…
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity. That is why we are excited to announce our partnership…
Financial Symmetry is thrilled to promote Heather Gudac to Chief Operating Officer. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients. “The growth of Financial Symmetry is an intentional effort to…
What a year 2020 was. A roller coaster of fear and surprise. But one bright spot happened late in the year when one of our advisors, Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of…
Diligence and integrity are among our core values, both in personal financial planning and for our business. In keeping with those values, we build contingency plans to ensure we maintain our independent business model and stability in client service through…
Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Darian helps us do just that by recently meeting…
Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included below During this uncertain time, we want you to know…
Haley Modlin has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of Haley’s career at Financial Symmetry, as it allows her to…
Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our…
Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA. Her role is to communicate with Finance Departments and coordinate speakers at…
