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

 FacetRobo AdvisorTraditional 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