Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Financial Advisor

Will Holt

CPA, CFP®

Financial Symmetry, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Will Holt, CPA, CFP®

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

Will Holt is a Raleigh, NC fee-only financial planner. Financial Symmetry, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Will Holt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Will Holt is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Will Holt is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Will Holt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Will Holt is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Will Holt

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Office Locations:

  • 1511 Sunday Dr
    Ste 120
    Raleigh, NC

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