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.
With 17 years of experience as a CFP®, Chad is a Partner and Lead Financial Advisor at Financial Symmetry. Chad focuses on providing financial planning answers to those approaching retirement as well as executives, health and tech professionals working for companies in the Research Triangle Park of North Carolina.
Allison utilizes her 10+ years of experience with Financial Symmetry in her role as a Primary Advisor. She enjoys working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings.
As an experienced financial planner with over 18 years in the financial services industry, Mike enjoys helping busy professionals, executives and business owners simplify their financial lives.
Grace is passionate about helping clients plan for and achieve their life goals. She has been a part of the Financial Symmetry team for over 7 years, originally starting out as an intern and later transitioning into a full-time role upon graduating from North Carolina State University with a degree in Business Administration, a concentration in Finance, and a minor in Accounting.
Grayson is looking forward to working with clients to prioritize, plan for and achieve their financial goals. He developed a passion for personal finance during his time at NC State, where he graduated with a bachelor’s degree in Finance and a minor in accounting.
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.
Haley is our Senior Client Service Associate. She began her career with Financial Symmetry in August 2014 as an intern during her senior year at NC State University.
Haley’s responsibilities consist of generating new plan projections and updates as well as general client support such as maintaining estate records and implementing cash flow tracking.
Colton is one of our new Client Service Associates. He joined us as an intern in August 2016 and recently graduated from North Carolina State University. Colton assists our team with overall client services and operational support with a focus on trading and asset movement. He is also a new, 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.
Darian is one of our new Client Service Associates. She joined us as intern in May 2016 and recently graduated from North Carolina State University. Darian helps with the overall coordination of daily client operations, working closely with our Advisors. She also assists with general office administration. Darian is also a new, 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.