FSI’s 5th Annual Client Appreciation Night

Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves.  The game was spectacular–ending in a walk-off home run followed by what many describe as the best…

Mike Eklund Becomes Newest Partner at Financial Symmetry

Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become Financial Symmetry’s newest business partner. It is exciting to be…

A Whirlwind of Growth

As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014 was a whirlwind for me. If you’ve attended our annual…

FSI Featured in InvestmentNews Magazine

Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine.  The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…

Grayson Blazek Joins Financial Symmetry’s Operations Team

Financial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013. He recently graduated from NC State University with a B.S….

Will Holt CFP® quoted in the News & Observer

Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few local financial planners asked to give some general tips on…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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