NAPFA Your Money Bus

The NAPFA Your Money Bus comes to Raleigh

In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…

Check out the new Financial Symmetry Website!

We’ve recently launched a newly designed website: www.FinancialSymmetry.com We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories frequently asked questions details of our services…

Bill Ramsay Participates in TBJ Roundtable

Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th,…

Will Holt Earns CFP Certification

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement. When I joined Financial Symmetry a little over three years…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

Chad Smith

Chad Smith Quoted in Wall Street Journal

Chad Smith, CFP® was recently quoted in the Wall Street Journal. With the influx of social media, we are finding more opportunities to share the unique and special ways we are growing. While we enjoy the national attention, we are…