Enhance Today | Enrich Tomorrow
Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Catherine also prepares our client’s…
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of…
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by clicking here and here). This year, Chad Smith, CFP®, Bill…
The college funding process is one of the most important financial decisions a parent will make for their child. It is also an area I particularly enjoy learning about. Therefore, to improve my knowledge of the topic and provide better…
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…
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…
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…
Grayson Blazek 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 Blazek’s career at Financial Symmetry, as it allows him to…
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…
Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of our firm…
