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Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

 * Why Facet
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Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

 * Why Facet
 * What We Cover
   Close What We Cover Open What We Cover
 * Membership
 * Discover
 * Log in
 * Get started

Your Money
 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

Your Life
 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

Your Work
 * Equity Compensation
 * Career
 * Small Business

 * Equity Compensation
 * Career
 * Small Business

 * Why Facet
 * What We Cover
   Close What We Cover Open What We Cover
 * Membership
 * Discover

Your Money
 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

Your Life
 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

Your Work
 * Equity Compensation
 * Career
 * Small Business

 * Equity Compensation
 * Career
 * Small Business

Log in
Get started


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FINANCIAL PLANNING FOR EVERY FACET OF YOUR LIFE.

One membership that gives you all-access to an expert financial advisor who can
help you with everything money touches.

Get started

Featured in





MAXIMIZE YOUR FINANCIAL OUTCOMES WITH FACET.

Unbiased, personalized, and affordable financial advice for every facet of life
is essential to living well. That’s why Facet covers everything money touches –
like buying a home, having a baby, planning for retirement and so much more.

Get started
How it works


HONESTLY, HOW ARE YOU DOING WITH YOUR MONEY?

You can find out in under 4 minutes. Your free financial wellness score will
unlock insights into what you’re doing right and what could still be better.

Get your free score




FIND YOUR FINANCIAL CALM.

Built for everything money touches – family, career, investments, retirement and
everything in between.

Get unbiased financial advice from a CERTIFIED FINANCIAL PLANNER® professional
and expert team.

Experience a flat fee membership — no product sales, commissions, or surprises.


PERSONALIZED FINANCIAL PLANNING POWERED BY TECHNOLOGY.

At Facet, our technology is at the heart of your membership experience. You have
up-to-date access to your financial data and direct access to financial experts
across investments, taxes, benefits, and more.




FACET IS A COMMUNITY.

Check out why our members and thought leaders choose Facet.

Explore membership

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”).
Clients have not been paid for their testimonial and there are no material
conflicts of interest that would affect the given testimonials. Endorsements
were provided by promoters or influencers who were not clients of Facet when
initially engaged. Individuals were compensated by Facet , which may have
included free or discounted planning services. Endorsements and testimonials may
not be representative of the experiences of other clients, and do not provide a
guarantee of future performance success or similar services.

Isha
Complete trust in planner = peace of mind

Tyler
Support + guidance to reach self-fulfillment

Antonio & Gimez
Affordable expert guidance from a CFP® professional

Brad & Cat
Membership fee based on need + holistic approach

Jordan & Marissa
Direct access to experts

“The combination of the tech platform that Facet provides and our planner has
been great. It’s been great to be able to have a visual representation of all of
our assets and our investments, and then having an individual there to ask
questions if we don’t understand something.”

Antonio & Gimez



Rego Park, NY

Over 0
already trust Facet.
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 * Why Facet
 * Investment Philosophy
 * Investing with Facet
 * Membership
 * Wellness Score

 * Why Facet
 * Investment Philosophy
 * Investing with Facet
 * Membership
 * Wellness Score

Learn

 * The Basics
 * Library
 * FAQ

 * The Basics
 * Library
 * FAQ

Company

 * About
 * Facet News
 * Leadership
 * Careers

 * About
 * Facet News
 * Leadership
 * Careers

Support

 * Disclosures
 * Security
 * Privacy
 * Accessibility

 * Disclosures
 * Security
 * Privacy
 * Accessibility

Frequently asked questions

View all

 * What is a CFP® Professional?
 * What is a fiduciary?
 * How is Facet different from robo advisors?

info@facet.com | (443) 376-6222 | Media Inquiries: facet@launchsquad.com


100 International Drive, 23rd Floor, Baltimore, MD 21202
© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an
investment adviser registered with the Securities and Exchange Commission (SEC).
Such registration does not imply endorsement or approval. Investing involves
serious risks and past performance is no guarantee of future performance or
success. This is not a solicitation or an offer to buy or sell securities and
nothing contained herein should be interpreted as a recommendation or research
regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”).
Clients have not been paid for their testimonial and there are no 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.

Endorsements were provided by promoters or influencers and those individuals
were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have
included free or discounted planning services. The endorsement does not
guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque
design) in the United States, which it authorizes use of by individuals who
successfully complete CFP Board’s initial and ongoing certification
requirements.

This material may contain data, links or other content from third-parties.
Although Facet only provides information from sources it believes to be
accurate, third party content is not guaranteed as to its accuracy or
completeness. Any hyperlinks provided are intended as additional perspectives,
should not be construed as an endorsement and may contain a separate privacy
policy.



9 Offer is valid for new Facet Members who open and fund new Facet investment
account(s) with a minimum of $5,000 in total within 90 days of signing a
planning agreement for service with Facet starting on or after April 1, 2024.
Additional Terms and Conditions apply