January 31, 2020 Last updated January 31st, 2020 2,011 Reads share

Symmetry Financial Group Among North Carolina’s 40 Fastest-Growing Mid-Market Companies

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This past November, Symmetry Financial Group (SFG) was included in Business North Carolina Magazine’s “Fast 40” list. As the fastest-growing insurance marketing organization in the country, SFG welcomed the local distinction and looks forward to furthering the prosperity of the Old North State.

“We are honored to be recognized on the Fast 40 list, an achievement that reflects the hard work and outstanding efforts of the entire Symmetry team,” said one of Symmetry Financial Group’s co-founders, Casey Watkins. Watkins has built his career on establishing successful life insurance agencies and now guides their business strategy.

Watkins was one of three visionaries who developed the idea for and founded Symmetry Financial Group after years of working in the insurance industry. Watkins, along with Brandon Ellison and Brian Pope, started Symmetry Financial Group in 2009. Headquartered just outside Asheville, North Carolina, Symmetry Financial has fostered its roots by developing the communities that make up its business. They’ve experienced exponential growth in the ten years since its inception, and the Fast 40 distinction celebrates these efforts.

About the Fast 40 list

Symmetry Financial Group was among 70 mid-sized businesses that applied for Business North Carolina Magazine’s “Fast 40” distinction. These companies, from all types of North Carolina industries, ranged from $10 million in revenue all the way up to $500 million. Cherry Bekaert LLP made the determinations of who made the cut, and at the end of the day, the winners were announced at a recent reception at High Point University in North Carolina. In their decision-making process, representatives of Cherry Bekaert took a quantitative and qualitative look at all of the applicant businesses.

This peek into the vitality of North Carolina’s different industries was illuminating for one Cherry Bekaert representative, who said that “North Carolina flourishes across multiple industries.” Tensions regarding a potential upcoming recession dominate the national headlines, but here in North Carolina, business is good. At least, it is for the companies that made it onto the Fast 40 list. This is because sustainable revenue and employment growth are part of Cherry Bekaert’s determination. Each company that ultimately makes the list must demonstrate three years of revenue and employment growth. Symmetry Financial Group was proud to have made the list and is a model for what success looks like in North Carolina today.

Symmetry Financial Group’s Business Growth Game Plan

Revenue and employment growth have been an integral part of Symmetry Financial Group’s operational success since their start in 2009, and the Fast 40 distinction demonstrates this achievement.

Symmetry Financial Group provides life insurance solutions and custom coverage options for mortgage protection, critical illness insurance, disability insurance, and retirement protection. Not your average insurance company, SFG provides users with the opportunity to shop over 30 of the nation’s top carriers to put together coverage plans tailored to their specific needs.

Helping people connect with the right insurance products and companies is what Symmetry Financial Group is all about. After seeing significant gaps in the insurance process, SFG’s founders knew that there had to be a better way. They redefined the way agents do business by offering a suite of digital tools to help established insurance agencies with lead management, contracting, underwriting, and new business. These areas of the insurance process were in dire need of revitalization, and Symmetry Financial has since improved the ways in which its agents manage their businesses.

Symmetry Financial Group has now expanded beyond its humble North Carolina beginnings and maintains a national presence. Their agents are state licensed independent brokers with a precise understanding of their state’s practices and insurance options.

Symmetry Financial Group’s Similar Accolades

Receiving a distinction like the Fast 40 award can mean a lot to a North Carolina company like Symmetry Financial Group. To be honored by the people and places that make your business run is a hallmark of a sustainable business. Their approach to insurance marketing has not only won the company local praise but has led to national recognition as well. Symmetry Financial Group has been recognized for the last four years by Inc. magazine as one of the fastest-growing companies. Entrepreneur Magazine also recognized them as having one of the top company cultures in 2017 and 2018.

Symmetry Financial Group Looks Ahead

The sky truly is the limit for Symmetry Financial Group, as the company bases its business on relationships and people first. Saying what comes next for a company that refuses to follow convention can be difficult. As long as SFG continues to build upon this foundation, it seems that more growth is on the way.


For more on where the company is headed, check out Symmetry Financial Group’s blog or connect with them on Facebook, Twitter, and YouTube.


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Hannah Madison

Hannah Madison

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