Will Holt (CFP®, CPA®)

Will Holt focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

  • Tax planning and tax strategies
  • Investment advice
  • Comprehensive financial planning
  • Ongoing investment management
  • Retirement planning
  • High Net Worth client needs

Additional Information

 

 

I'm a Certified Financial Planner ™ and Certified Public Accountant in Raleigh-Durham who helps clients plan for retirement, invest wisely and create tax-efficient strategies.


I work with clients who want the benefits of building a long-term relationship with an experienced tax and financial professional. For more than 20 years I've been helping individuals, families and small business owners plan for their future and save on taxes by discovering unused deductions and simplifying complex tax situations. 

I started my career at a local public accounting firm and eventually became a partner in the practice. In 2006 I decided to bring my in-depth knowledge of taxes and accounting to the financial planning world and joined Financial Symmetry. Now, I help clients in the Triangle Area and across the United States create, plan and achieve their financial goals. 

As a fee-only financial advisor, I build relationships with clients based on unbiased advice and solutions that are in the client’s best interest. At Financial Symmetry we offer comprehensive financial planning that helps improve all aspects of your financial well-being from creating a budget to finding tax efficient withdrawal strategies in retirement. 

If you want to work with an experienced financial planner who can help invest wisely, plan for retirement and save on taxes, contact me and let’s talk. You can connect with me by phone: (919) 851-8200 ext.203, via email: wholt@financialsymmetry.com or on LinkedIn

NAPFA Start Date

May 08, 2015

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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