Best-in-class financial planning at a price that won’t break the bank.
Leave us your information and we’ll reach out for a quick, no obligation call. We want to learn about your goals and what’s important to you so we can design a custom experience for your family. Financial planning made easy and made just for you.
Want to talk right away? You can reach out to us at (443) 376-6221.
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Why people choose Facet
|Robo Advisor||Traditional Financial Planner|
|Dedicated CFP® Professional|
|Financial planners not incentivized to sell|
|Fees based on services clients use|
|Do not charge based on AUM|
|Easy access to advisors, including after business hours|
|360° financial plans|
|Empowering tech platform to help achieve goals|
|Demystify and simplify financial planning process|
|Subscription based service models|
|Low cost investment portfolios|
|Customer service with someone you know, not a call center|
|Ability to work with your financial advisor from anywhere|