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William A. Ramsay, CFP®

Financial Symmetry Inc

1511 Sunday Dr
Ste 120
Raleigh, NC 27607
Phone: (919) 851-8200 x204
Fax: (919) 851-8200

Web site

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

About My Practice








Financial Symmetry, Inc., in Raleigh, North Carolina, is an independent, employee-owned financial planning firm that provides the following services for individuals and their families on a fee-only basis:

  • hourly financial planning 
  • investment management 
  • wealth management services

We understand that seeking out financial advice can be overwhelming.  Privacy, trust and expertise are all areas that you should consider when contacting a financial advisor. At Financial Symmetry Inc., we put our client’s interests first and foremost by providing fee-only financial planning and investment management.

Contact us today to see how we may be able to help you.

 

Experience

Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.

Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning and Investment Advisor.


He is a frequent guest for The Triangle Business Journal’s annual financial roundtable discussions.  Bill has also been interviewed for national financial publications like The Wall Street Journal and Barron’s as well as general news publications such as Newsweek and the Raleigh News and Observer.


Bill grew up in Statesville and Charlotte, NC, but has been living in the Triangle area since the mid 1980s.


Bill and his wife, Janet, enjoy traveling, camping and fishing.


Bill’s wife  recently set a goal for the couple to visit all the U.S. National Parks. So far, they’ve been to five, so they have a ways to go!

 

Each year, Bill takes time to relax by going on an annual surf fishing trip to the North Carolina coast with a group of long-time friends.  He also enjoys trout fishing, golf and watching college basketball.

 

Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
Broker-Dealer Disclaimer
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.