Thinking beyond $1 billion
Many RIAs falter as they grow, caught off guard when the client-facing work they’ve always done seems to show diminishing returns.
Financial Related
Easy changes we can make today for a better retirement tomorrow: Part 3
Retirement can feel insurmountable to many of us, who are bewildered by the task of creating a balanced plan. How do we simultaneously save for retirement, a new home and our children’s college tuition, especially if we also have to pay down debt?
Easy changes we can make today for a better retirement tomorrow: Part 2
Ideally, we should start investing as soon as our first paycheck, to leverage the power of compound interest.
Easy changes we can make today for a better retirement tomorrow: Part 1
Let’s be honest, setting long-term financial goals can be hard. Why? It’s hard to have a clear vision of some far off event and, as a result, without a clear goal we don’t know where or how best to start
Building financial literacy today for success tomorrow
Financial literacy is the bedrock that supports financial life management. More than knowing the difference between stocks and bonds, or understanding your appetite for risk, financial literacy is what lets you make trade-offs today for the goals that are important to you. Financial literacy lets you imagine the future you want and say, “It’s possible.”
New Financial Planning Experience
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Why Facet Wealth Wants to Buy Your Small Accounts
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.
Baltimore-based personal finance startup Facet Wealth raises $33M
CEO Anders Jones talks about moving to Baltimore from Silicon Valley, and the company’s plans for growth. Facet Wealth, a Baltimore-based personal financial planning startup, raised $33 million as it looks to scale, according to CEO Anders Jones. The Series A round was led by New York private equity firm Warburg Pincus, and included participation from existing … Read moreBaltimore-based personal finance startup Facet Wealth raises $33M
Bridging The Divide Between Robo-Advisors And Traditional RIAs
NOVEMBER 19, 2018 • GEORGE YACIK A rash of low-cost, online-only financial advisory companies have hit the scene in recent years, threatening to steal customers from traditional advisors while also broadening the market for financial planning and wealth management. Many of them are so-called robo-advisors which use computer models to recommended a portfolio of low-cost exchange-traded funds … Read moreBridging The Divide Between Robo-Advisors And Traditional RIAs
This Tech-Advisor Hybrid Wants Your Small Clients
Facet Wealth’s wheelhouse is the same client profile advisors are typically trying to offload. Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding … Read moreThis Tech-Advisor Hybrid Wants Your Small Clients