Overview

Financial Symmetry is a comprehensive fee only wealth management firm. We are growing organically at 15%-20% per year which we attribute to an attractive service offering, strong processes for recruiting and training team members, commitment to marketing and internal technology expertise.

We have a unique employee only ownership structure that is designed to recognize that we are both a profession and a business.

We would likely be attractive an attractive merger partner for firms who do or want to provide comprehensive wealth services but who may lack the internal resources to expand/refine/evolve their services or grow their firms at the pace they would like.

Small firms of one or two owners who are nearing retirement and who want to transition over time or continue to provide service to a smaller number of clients may also want to learn about what we can offer.

Market
RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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