Celebrating a Major Milestone: Financial Symmetry Reaches $1 Billion in Assets Under Management

At Financial Symmetry, our mission is to empower our clients through thoughtful planning to enhance their ‘todays’ for enriched ‘tomorrows.’

Earlier this year, we crossed a significant milestone in our journey: surpassing $1 billion in assets under management (AUM).

This milestone would not have been possible without the dedication of our team. Their expertise, passion, and commitment to continuous improvement drive our success and inspire confidence in our clients. We recently gathered as a team to celebrate – even though it’s a moment in time, it’s a big moment for celebration.

While the phrase ‘$1 billion on paper’ is often used, it doesn’t mean we’ve seen $1 billion in physical currency, but it sure looks good on a cake!  

Looking Ahead

Reaching $1 billion in AUM is a significant achievement, and we remain committed to our mission of helping clients achieve financial peace of mind. As we look ahead, we will continue to invest in our people, our technology, and our community to ensure we can meet the evolving needs of our clients.

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