100 International Dr, 23rd Floor, Baltimore, MD 21202, United States
To achieve your financial goals, by dedicated CFP Professionals
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP Professional, to mass affluent households.
We also work with financial services professionals as a solution for small accounts.
Why Facet? Achieve a more prosperous life by working with a dedicated CFP Professional at an affordable price. Start your journey today At Facet, you work with a dedicated CFP Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP Professional......
Facet is a strategic partner to help advisors: Increase your firm capacity After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical. Facet works with such firms to segment their practice and purchase all clients......