# Financial Symmetry

Financial Symmetry is a Multi Family Office based in Raleigh, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** financialsymmetry.com
- **LinkedIn:** https://www.linkedin.com/company/financial-symmetry-inc-

## Regulatory record

- **CRD number:** 118443
- **SEC file number:** 801-62698
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118443

## About

Fee-Only Fiduciary, Independent Firm. 2021 InvestmentNews Best Places to Work | Financial Symmetry, Inc., in Raleigh, North Carolina, is an independent, employee-owned financial planning firm that provides fee-only services. Our services include:

## Sectors

- Wealth Management
- Financial Planning

## People

- Mike Estes — Co-Founder & CEO

## Questions

### Who runs investment decisions at Financial Symmetry?

Mike Estes, co-founder and CEO, leads the firm's investment committee. The team constructs portfolios using a mix of low-cost ETFs, direct indexing, and select alternative investments. Decisions are guided by a disciplined asset-allocation framework tailored to each client's risk tolerance and tax situation.

### How does Financial Symmetry source its investment ideas?

The firm uses a combination of proprietary research and outsourced CIO services. For alternative investments, it partners with external managers specializing in private real estate and private credit. Idea generation is driven by macroeconomic trends and tax-aware portfolio construction.

### What investment stages does Financial Symmetry typically target?

Financial Symmetry does not target specific investment stages. Its portfolios hold liquid securities, primarily US and international equities and bonds, with allocations to alternative investments such as private real estate and private credit. The firm does not engage in venture capital or direct private equity.

### Which sectors does Financial Symmetry explicitly avoid?

The firm does not publicly disclose sector avoidance. Its portfolio construction emphasizes diversified exposure across the broad market, using ETFs and direct indexing to avoid concentrated sector bets.

### Does Financial Symmetry participate in fund commitments or only direct deals?

Financial Symmetry invests primarily through mutual funds, ETFs, and separate accounts. It does not commit to closed-end funds or direct deal sourcing. For alternative assets, it uses interval funds or tender-offer funds that offer periodic liquidity.

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Last updated: 2026-07-06T01:24:16.598Z

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