Return To Team

Matt McCoy

Senior Lead Planner

Matt is a Senior Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. His passion is connecting with clients to help guide them towards their goals. Outside of work Matt enjoys spending time with his wife and their twins. His hobbies include hiking, mountain biking, and reading. Matt is a huge fan of the Carolina Panthers and the Appalachian State Mountaineers.

Education: Appalachian State University (BS

"Carry as little as possible, but choose that little with care" - Earl Shaffer

Follow Matt

Get to know Matt

Katie and me in the Tetons during our honeymoon

Iris & Charlie

Congaree National Park with the kids

Getting ready for July 4th!

What's your favorite movie?

Forrest Gump

Where's your favorite place in the world?

Killarney, Ireland

What's your secret talent that no one knows about?

I can always win something in a crane game, which is perfect since my wife teaches elementary school and has plenty of prizes to pass out.

What's the craziest thing you've ever done?

I spent a few months hiking the Appalachian Trail. It was a great experience that taught me how to break up large goals into smaller ones and made me appreciate the little things in life.

Frequently asked questions

[email protected] | (443) 376-6222 | Media Inquiries: [email protected]

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.

⁹Offer 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