Top 5 Takeaways from the 2015 NAPFA Fall Conference

As Certified Financial Planners, an important part of our job is keeping our skills current through continuing education. Through membership with NAPFA we commit additional hours to education to keep our skills current and best serve our clients. To further…

Financial Symmetry Family Day

On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their parents work while also learning a little bit about money…

FSI Tees Up for Golden on the Green

For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green.  This tournament, which has been an annual event held at River Ridge Golf Course for the past…

FSI sponsors O’Berry Center Annual Golf Tournament

2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st annual event on October 2nd. Serving 67 North Carolina counties,…

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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