Financial planning as it should be.
Facet’s objective 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.
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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.
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Should you really avoid IRMAA in retirement?
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What is investment management? A guide to services, fees, and choosing a firm
What is investment management? If a firm is offering investment management as one of their services, how does that differ from other kinds of investment advice? Unfortunately, the financial industry doesn’t make it easy to make these distinctions. Terms like financial advisor, portfolio manager, financial planner, investment manager, etc., are often used by different firms ... Read more