An unbiased human approach to financial planning.

Our team's goal is to help you achieve yours.

We see you.

We believe everyone should be able to afford an unbiased, go-to financial partner to guide you through all facets of life.

Whether it’s employee compensation, tax planning, or buying your first home, you never know what life will throw at you.

That’s why we’re modernizing financial planning for modern life.

Facet launched in 2016 when financial industry veterans Anders, Patrick, and Brent joined forces to create more accessible planning services, reimagining the antiquated system of misaligned incentives, inconsistent advice, and high costs.

18,000+
Facet clients

Meet the people who bring our mission to life.

Financial advice should be delivered with a fresh, human-plus-tech approach, that includes a CFP® professional – the highest certification possible.

Diversity, Equity, And Inclusion

Every member of the Facet team shares a common philosophy that shapes and drives every aspect of our business. This philosophy supports both a diverse team and diversity of thought.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.