Will  Holt

Will Holt

| CPA, CFP®

Financial Symmetry, Inc.

(919) 851-8200

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

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1511 Sunday Dr
Ste 120
Raleigh, NC

Fee-Only & Fiduciary


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

Will Holt 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. Will Holt is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Will has been a trusted advisor in the Triangle area for two decades. He has earned his reputation by helping numerous clients reach their financial goals. A big key to his success lies in his ability to establish more than just a business relationship with his clients. He understands that earning someone’s trust means not only having expertise, but also getting to know the person looking for professional guidance.

Will joined Financial Symmetry in 2006 after a successful career in public accounting, where he spent over a decade working directly with individuals and small business owners. After becoming a partner with a local CPA firm, Will decided that the time was right to use the tax and accounting knowledge gained through ten plus rigorous tax seasons to help people reach their financial goals. Will has a broad range of expertise and experience, but he is especially well positioned to assist clients with the complexities of taxation.

Will is a native North Carolinian and has lived in Raleigh for over thirty years. Raleigh has been a wonderful home to Will, his wife Melanie and their two Children – Olivia and Charlie.

Will is a graduate of NC State University and is an enthusiastic supporter of the Wolfpack. He is actively involved in Cub Scouts where he serves as Den leader for his son’s troop. He also has enjoyed a wonderful experience in Yguides with his daughter and looks forward to keeping the tradition going in the Trailblazers program for years to come.

Will enjoys being outdoors and staying physically active. He is an avid fisherman and looks forward to a yearly trip to the Crystal Coast. His involvement with Scouting provides many opportunities to go camping. He also loves snow skiing, biking and playing racquetball.

Will enjoys playing golf, but he’s yet to master the game.

Other interests include trips to music festivals, such as Wilkesboro’s Merle Fest and Grassroots in Chatham County.

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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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