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Financial SymmetryFinancial advisor in Raleigh, NC

Financial Symmetry is a financial advisor at 5438 Wade Park Blvd Ste 310, Raleigh, NC 27607, ranked #32 of 247 financial advisors in Raleigh and rated 4.9 from 20 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 851-8200Website ↗

Key facts

Key facts about Financial Symmetry
Address5438 Wade Park Blvd Ste 310, Raleigh, NC 27607Get directions
Phone(919) 851-8200
Websitefinancialsymmetry.com
HoursMonday to Thursday: 9 AM – 6 PM; Friday: 9 AM – 4 PM
Google rating4.9 from 20 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Raleigh and 11 towns within 25 miles: Cary, West Raleigh, Morrisville, Apex, Garner, Holly Springs, Knightdale, Durham, Fuquay-Varina, Wake Forest and Clayton.

Based in Raleigh, NCView on map

Opening hours

Opening hours for Financial Symmetry
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Financial Symmetry

How is Financial Symmetry ranked in Raleigh?

Financial Symmetry is ranked #32 of 247 financial advisors in Raleigh by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Financial Symmetry’s hours?

Financial Symmetry is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 6 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Financial Symmetry serve?

Serves Raleigh and 11 towns within 25 miles: Cary, West Raleigh, Morrisville, Apex, Garner, Holly Springs, Knightdale, Durham, Fuquay-Varina, Wake Forest and Clayton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Financial Symmetry?

Financial Symmetry has a rating of 4.9 from 20 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Financial Symmetry?

Call Financial Symmetry on (919) 851-8200. The business is at 5438 Wade Park Blvd Ste 310, Raleigh, NC 27607. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Financial Symmetry compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Financial Symmetry (this business)—694.9 (20)NoNo
The Sizemore Group - Morgan Stanley#30694.8 (25)——3.8 mi
Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS®#31695.0 (20)NoNo13.3 mi
Capital Investment Companies#33694.7 (24)NoNo5.5 mi

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