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 Partner and Certified Financial Planner™ with more than 20 years of experience in the financial services industry. He specializes in helping employees and executives of technology companies in the triangle like SAS, Red Hat, Lenovo and Cisco make the best decisions with their corporate benefit programs. He also enjoys helping those close to retirement with the unique tax savings strategies available to them.
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 Certified Public Accountant and a Certified Financial Planner™ with more than 20 years of experience in the tax and financial industries. He helps individuals, families and small business owners with tax and financial planning strategies at all stages of their financial lives.
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 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.
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 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.
Christian is one of our Client Service Associates. He joined our team in January 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.
Sam is our administrative assistant. She is responsible for welcoming clients into our office, assisting our service team and advisors with general office tasks, and keeping the office running smoothly.