If you would like to ask us a specific question, please fill out the Contact Form on this page. Financial Symmetry, Inc. provides fee-only financial planning, portfolio management with our continuous services for individuals and their families. Our fiduciary financial planners include Certified Financial Planners and NAPFA advisors. Read more about the definitions and requirements of our professional designations. Visit our Press page to see the various local and national publication our planners have been quoted in.
Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.
Chad is a Raleigh, NC Fee-Only financial advisor with more than 20 years of experience in the financial services industry. He enjoys serving clients that are close to retirement as a fiduciary, to find the unique tax savings strategies available to them. He also specializes in helping employees and executives of technology companies make the best decisions with their corporate benefit programs. He is the co-host of the Financial Symmetry podcast and a member of NAPFA.
As an experienced Financial Advisor and partner, Allison builds custom financial solutions, guiding our Continuous Service clients through the many changes life brings. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.
Will is a Partner and senior advisor with Financial Symmetry. He holds the Certified Public Accountant and Certified Financial Planner™ designations. Will has 25 years of experience in the tax and financial services industry. His expertise and skill set make Will uniquely qualified to work with executives and other highly compensated professionals, retirees or those close to retirement, clients with complex tax situations, and families with goals for college.
Mike is a Partner and Certified Financial PlannerTM with over 20 years in the financial services industry. He enjoys helping busy professionals, executives and business owners simplify their financial life by bringing clarity to complex questions. Since life brings many changes, Mike uses our Continuous Service to review your situation regularly, provide on-going advice, and give you peace of mind that you will have financial stability.
Grace is a Certified Financial PlannerTM with more than 8 years of experience in the financial planning industry. She helps many families and single individuals plan for retirement, save for college and manage their finances.
Grayson is a CFP® who helps clients plan for retirement, make wise investment decisions and identify advantageous tax strategies. As a fee-only advisor, Grayson believes in offering comprehensive financial advice that is always in his clients’ best interest.
Haley is a Certified Financial Planner™ who enjoys helping others create comprehensive financial plans and serving as a financial coach to clients as they navigate through different life stages. She has an interest in helping women and families improve their overall financial lives.
Our Service Team
Heather is our Operations Manager, as well as one of our partners in the firm. She directs and supervises the day-to-day operations across Financial Symmetry to enhance the quality of our client relationships. Heather's primary focuses are internal process improvements, team management, client service onboarding, and business management.
Colton is our firm’s Trader. Colton executes trades, develops performance reports for the Investment Committee and constructs bond ladders for our clients’ portfolios. He originally joined our team as a Client Service associate in August 2016, following his internship with us.
Darian is one of our Senior Client Service Associates. She helps with the overall coordination of daily client operations, working closely with our Advisors. Darian is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
Garrick is one of our Client Service Associates. He joined our team in December 2018 and is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
Catherine is our tax planner. 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 tax returns.
Niamh is one of our Client Service Associates. She joined our team in September 2019 and is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.