Financial Planning as it Should Be
Experience the clarity and confidence of having personalized advice for all the financial decisions that impact your life.
We’re one of the fastest-growing financial services companies, as seen in:
We’ve built financial planning for all that you are
For Every Facet of Your Life
Your financial needs go beyond investing, so we do, too. Our expertise doesn't stop at retirement and investment planning; we also guide you through major purchase decisions, what to do after you get a raise, and more. We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan.
The Highest Level of Financial Planning
Our work begins with a relationship. Whether you have assets or not, you’ll be paired with a CERTIFIED FINANCIAL PLANNER™ professional who will get to know your financial life story. All Facet Planners are CFPⓇ professionals—the highest certification available—and ours don’t receive any commissions and have no products to sell.
Customized, Innovative Investing
We view investment management as just one of many tools for achieving great financial outcomes. Our CFPⓇ professionals take an advanced, proven approach based on your priorities, age, financial picture and risk tolerance. We remove human error from our investment strategy, and our investments carry the lowest possible cost.
Affordable, Fixed Fees - No Surprises
We keep your costs fixed and affordable, with no hidden charges and no asset minimums required to work with us. And because we base your fee on your needs, not your assets, it won’t increase as your money grows, which makes a big difference in how much you’ll pay over time.
Financial planning for all that you are
Technology That Works With You
Facet uses technology to keep our work affordable, high-touch, and impactful. You’ll meet virtually with your planner four times a year (on average), around your schedule. Our clear, easy-to-use platform keeps your information accessible anywhere, anytime.
How We Work With You
Take a closer look at what it’s like to work with Facet.
Build a Plan and Put it Into Action
You’ll work with your CFPⓇ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Nurture Your Plan
Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFPⓇ professional is also available to you when questions arise.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
We’re one of the fastest-growing financial services companies
Clients in All 50 States
What Facet Clients Are Saying
These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
When it comes to financial planning, you need a trusted advocate who looks at the big picture–including, but not limited to, your investments. Your planner should advise you on the financial aspects of life events like retiring, having a baby, or starting a business, and they should keep up with your evolving needs with regular check-ins. That’s why our advisors meet with clients four times a year, on average, and check in as needed between meetings. And our subscription model means you’ll get uninterrupted advice, with no sales pitches.
By working virtually, Facet gives you access to the highest level of financial planning available, wherever life takes you. With a growing staff of over 100 CFPⓇ professionals working virtually, we can match you with someone who’s perfect for your unique needs, regardless of location. We’ll meet with you according to your schedule, without the hassle of commuting to an office. Working virtually also allows us to offer the highest level of financial advice at an affordable cost (it’s also why we grew 4x in 2020 alone!).
Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
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