Financial Symmetry, Inc.
We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.
We offer two service levels to best fit your financial planning needs:
We would love to help you with your financial planning questions and create a plan to help you reach your goals. Contact us today to learn more about how we take a different approach to managing your finances.