Chad  Smith

Chad Smith

| CFP®

Financial Symmetry, Inc.

(919) 851-8200

Contact Me

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

1511 Sunday Dr.
Suite 120
Raleigh, NC 27607

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Chad Smith is a Raleigh, NC Fee-Only Financial Planner serving Raleigh and all surrounding areas. Financial Symmetry, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Chad Smith is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Chad is a Partner and Lead Financial Advisor of Financial Symmetry, a leading financial advisory firm in the Triangle of North Carolina. Here he enjoys providing financial planning answers to those approaching retirement as well executives, health and tech professionals working for companies in the Research Triangle Park in the Raleigh-Durham area.

He is the co-host of the Financial Symmetry podcast and a member of NAPFA. In addition to his 17 years of experience, he’s been a contributor to Money Magazine and Nerdwallet and has been quoted and appeared in the Wall Street Journal, CNBC, Bloomberg, Financial Planning Magazine, Triangle Business Journal and the News and Observer.

Chad is passionate about sharing the importance of financial education. Whether it’s speaking at his alma mater, the Cary Senior Center, or volunteering with NAPFA initiatives, he’s seen first hand how the power of financial literacy can change lives.

Personal

After growing up in western North Carolina, he graduated from NC State and made his permanent home in the Apex/Holly Springs area. Chad and his wife, Andriena, have two daughters, Presley and Emmie. They are members of Hope Community Church, where Chad serves and teaches with the Stewardship ministry team.

After getting engaged in the NC Mountains and getting married on a NC beach, Chad and his wife have spent more time traveling to new locations. Normally, this includes several trips a year to visit his wife’s family in Arizona. When he and his wife aren’t enjoying queso at local Mexican restaurants, you will likely find him at NC State sporting events or putting together puzzles with his young daughters.

Unique Facts About Chad:

  • Graduate of the FBI Citizen’s Academy
  • Card Carrying Member of the MGA
  • Lifelong Fan of Back to the Future movies
  • Worked 11 different jobs before discovering financial planning
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We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors help our clients with hourly financial planning, wealth management services, investment management, retirement planning, investment advice, college planning, 401k allocation and portfolio management.

We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances.

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