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 to enhance today and enrich tomorrow for our Continuous Service clients. 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 Planner™ with over 20 years’ experience in the financial services industry. He specializes in helping business owners, high wage earners and executives build and preserve wealth, develop an efficient tax strategy, and plan for life’s milestones like college and retirement. Listen to Mike’s podcast or video on how he manages his own money to see if his perspective fits yours.
Grace is a Certified Financial PlannerTM with more than a decade of experience in the financial planning industry. She helps families and single individuals plan for retirement, find tax opportunities, and simplify their finances through Financial Symmetry's ongoing wealth management.
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.
Darian is a Certified Financial PlannerTM who is passionate about empowering clients to make sound financial decisions and achieve success in their finances. She enjoys building relationships with clients to address the complex financial needs of individuals and families and craft a financial foundation for meeting their goals. As a fiduciary advisor, Darian makes it her top priority to provide transparent and unbiased advice that serves her clients’ best interest.
Our Service Team
Heather is our Chief Operating Officer, as well as one of our partners in the firm. She is responsible for the development and implementation of Financial Symmetry’s internal management strategy. Heather oversees our firm operations, finance, human resources, and assists our CCO with compliance.
Colton is our firm’s Portfolio Manager. 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.
Christian is one of our Senior 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.
Emma is one of our Client Service Associates. She joined our team in June 2020 following her internship with us. Emma 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.
Arthur is one of our Client Service Associates. He joined our team in September 2021 following his internship with us. Arthur 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.
Mina 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. Mina also prepares our client’s tax returns.
Sam is our remote administrative assistant. She is responsible for helping our service team and advisors with general account maintenance, document management and welcoming clients onboard. Sam is excellent at planning events. She enjoys coordinating client meetings and celebrating milestones in our clients’ lives.
Tika 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.
Kyle is our Trading Associate and is a member of our trading and investment team. He is responsible for the accurate and timely placement of trades and handling asset movement requests for our clients. Kyle joined our team in June 2020 following his internship with us.
Meredith is our Portfolio Operations Administrator. She works behind the scenes, assisting our advisors with portfolio accounting, performance reporting and data integrations. She joined our team in June 2020 following her internship with us.
TJ Nevis is our Senior Software Developer. He works behind the scenes to design and test Client Center and our internal systems.