15-29 EMPLOYEES

19

Financial Symmetry

Employees 23 | Firm Type RIA | President Bill Ramsay | Location Raleigh, North Carolina | Primary Custodian Pershing Advisor Solutions |*First-time winner!

Financial Symmetry offers its employees an adviser in training program and reimburses for CFP course work, review sessions and exam costs. It manages the retirement plan for employees at no charge and covers all plan costs. Employees can enjoy happy hours, trivia events and group lunches. The firm challenges its employees to learn new concepts regularly and accepts new ideas from employees, while also cross-training them to serve clients effectively. The core belief at Financial Symmetry is teamwork, along with employees having the tools necessary to build career paths that are unique to themselves and embracing opportunities to learn.

Due to the pandemic, the firm no longer meets with clients in person, and it uses Microsoft Teams for weekly meetings with staff and clients.