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About Financial Symmetry Inc.
Financial Symmetry Inc. is a distinguished, fee-only fiduciary advisory firm with a unique approach to wealth management. Their team stands out with its diverse blend of backgrounds and a near-equal gender distribution, setting them apart in the finance field. This diversity ensures clients receive personalized service to enrich their lives.
One of their key strengths is their expertise in tax planning. With advisors holding CPA licenses and Enrolled Agent accreditation, they specialize in customized tax strategies, from Roth conversions to donor-advised funds.
The advisors at Financial Symmetry are highly experienced, holding CFP licenses and additional designations in areas like tax, retirement, and college planning. Their commitment to continuous education is evident, with double the CFP requirement in ongoing learning.
With over two decades of experience, the investment team has guided clients through both bull and bear markets, offering a reassuring human touch during challenging times.
What sets Financial Symmetry apart is their Client Center portal, a comprehensive platform offering a consolidated view of net worth, portfolios, spending, goals, and secure document storage. They excel in coordinating complex accounts such as 401ks, HSAs, and 529 accounts into one cohesive investment portfolio.
Their Wealth Management Service is akin to running a financial marathon, adapting to changes and complexities in a client's financial situation. Their six-step ENGAGE Journey involves setting expectations, gathering data, gaining perspective, discussing accountability, onboarding, and establishing continuous monitoring.
Financial Symmetry creates tailored, comprehensive financial plans billed based on tiers, ensuring clients' financial priorities and goals are met. Their dedication to diversity, expertise, and personalized service makes them a standout choice for those seeking comprehensive wealth management.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Financial Planning
- Investment Management
- Tax Planning
More about Financial Symmetry Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 118443 | 12 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Financial Symmetry Inc..