Financial planning as it should be.
Facet’s unbiased financial planning covers everything that has to do with money — benefit selections, major purchase decisions, your investments and more — so you’ll know you’re making the right decisions for every facet of life.
Schedule a free consultation with a Facet expert.
See our Disclosures for Endorsements, Testimonials and Social Media. See terms and conditions.
We’re one of the fastest-growing financial services companies*, as seen in:
*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here.
Why choose Facet?
For your entire life (not just your investments)
Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more--plus, we go even further to help you execute your plan.
The highest level of financial planning
Our virtual service is accessible from anywhere and around your schedule. You'll meet with your own CFPⓇ Professional (the highest certification possible) and they’ll never sell you products or earn commissions.
Affordable, fixed fees with no surprises
Our fixed fees are based on your needs--whether you invest money with us or not--and won’t increase as your money grows, which makes a big difference over time.
How we work with you.
Take a look at what it’s like to work with Facet.
Meet your CFPⓇ Professional at Facet.
You’ll work virtually one-on-one with your CERTIFIED FINANCIAL PLANNERTM Professional--the highest possible certification--and go into detail about your full financial life story to surface what matters most to you.
Build a plan and put it into action.
You’ll work with your CFPⓇ Professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Nurture your plan.
Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFPⓇ Professional is also available to you when questions arise.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
How we can help.
Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so your CFPⓇ Professional at Facet will work with you on an ongoing basis to create the best possible outcomes.
Life milestones
- Getting married or having children
- Separation or divorce
- Healthcare or medical expenses
- Inheritance or a death in the family
- Buying or renting a home
- Elder care planning
Career changes
- A new job, raise or career change
- Employee stock plan questions
- Starting a business
- Benefit selection
Investments & Taxes
- Investment management and optimization
- Retirement account management
- Market and tax law changes
- Tax planning questions
Retirement planning
- Distribution strategies
- Generational transfers and charitable giving
- Navigating Social Security
- Healthcare planning
We’re one of the fastest-growing financial services companies.*
Members in all 50 states
*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here.
How we’re different.
What Facet members are saying.
Testimonials were provided by current members of Facet ("Facet Wealth, Inc."). Members 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 members, and do not provide a guarantee of future performance success or similar services.
Grow your knowledge.
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
Got a concentrated stock holding? How to diversify in a tax-smart way
A common problem we see among members is how to handle a single stock that has become too large within their portfolio. It is a good problem to have, but presents a real challenge. Here are some general principles for approaching this, applicable whether the stock is from your employer or simply a long-held investment that has appreciated.
The 2025 tariff shock: Inflation peak, economic risks and Fed's next move
Recent warnings from major retailers, like Walmart, suggest that price increases related to newly implemented or proposed tariffs are on the horizon. This raises critical questions for consumers and investors: How high could inflation go? How long might these effects last? And what does this all mean for your money?
Is the U.S. dollar losing its power? What it means for investors
The U.S. dollar has declined in value since President Donald Trump announced his tariff plans in early April. Could this threaten the dollar's long-held position as the world's dominant currency? For individual investors living and working in the U.S., what does this mean, and should you be worried?