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 hourly financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.

We offer three service levels to best fit your financial planning needs:


Continuous Service

Financial Planning


Small Business 401(k)

You can also read our weekly blog updates or listen to our bi-weekly podcast describing how we spot opportunities and mistakes that people often are missing.

If you just want to learn more about financial advisors, you can download our ebook: 5 Questions to Ask Your Financial Advisor or our Pre-Retirement Checklist.

We would love to help you with your financial planning questions and create a plan to help you reach your goals. Learn more about how we take a different approach to managing your finances.

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Advisors at this Office

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This Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878

Primary Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878