Why Symmetry Wealth Advisory Group

Symmetry Wealth Advisory Group strives to demonstrate our meaningful financial objectivity, open architecture, and wealth of resources to help clients meet any financial challenge that exists in today’s marketplace. We believe there are several reasons why clients choose us over another firm.

Financial Objectivity

Because we are independent advisors, we seek to put our clients first in all cases and operate with the utmost integrity. We aren’t motivated by commissions or have to sell any proprietary products or services, which is one of the reasons why we can offer personalized, elevated financial strategies.

Open Architecture Investments

We have access to a broad range of securities, including mutual funds, ETFs, and alternative investments. Believing the process comes before the product, we work with our clients through every step of their financial journey. Through open architecture investments, we can expand both our advisors’ and our clients’ perspectives by selecting the resources that we believe are in our clients’ best interests, working with high level institutions, and utilizing high-touch platform services.

Wealth of Resources

Our infrastructure, resources, and support allow us to focus on our core competency — advising our clients. Our services and dedication allow our clients to focus more time and energy on their own passions in life. We are also able to coordinate with a variety of other service professionals, such as CPAs and attorneys, to get a full view of our clients’ financial pictures.


Communication is a principle that differentiates us from other financial services firms. Industry studies confirm that clients want to hear from their advisors in good times and, even more so, during challenging times. We establish an open, two-way dialogue with every client and are committed to being there for them when they need us.