Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

With a real name, and real experience, insight and understanding

is too small or big.No need too simple or complex.

fee structureStarting as low as $40 dollars a month

We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.

At Facet, you work with a dedicated CFP® Professional not a call center on whats important to you. We provide a complimentary goal setting and financial analysis session with a CFP® Professional to make sure we understand how we can help you.All of our service levels include:

Financial planning supported by a sound investment strategy, not the other way around

Our promise to work on the goals that are important to you

Facets wheelhouse is delivering sophisticated financial planning to clients traditional advisors are typically trying to offload. Read More

Facet brings a white-glove experience to clients with less than $1 million who want a more holistic wealth management solution. Read More

Facet works with advisors to grow practices, enhance service and plan responsible transitions.

Facet is disrupting the wealth management industry. Check out our job opportunities!

509 S. Exeter Street, Ste. 202Baltimore, MD 21202

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