Insurance planning: Peace of mind, built into every membership.

Safeguard your health, wealth, and loved ones with our comprehensive insurance recommendations.

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Health insurance

Get access to the care you need without worrying about breaking the bank.

Disability insurance

Enjoy peace of mind knowing your bills are covered if illness or injury sideline you.

Life Insurance

Help ensure your family’s financial well-being even if you’re not there.

Property & Casualty Insurance

Protect your valuable possessions and avoid financial setbacks from unexpected events.

You won't be sold products or charged commissions.

You'll only receive unbiased advice.

Tired of car salesman tactics when shopping for insurance?

At Facet, we believe insurance should be straightforward. We’re not about commissions or pushing products. Our focus is providing unbiased advice to help ensure you get the right coverage for your situation, at the best possible price.

Is your insurance aligned with your overall financial plan? Let’s find out.

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Facet partners with PolicyGenius for insurance solutions. Facet does not directly sell insurance, receive any fees or compensation from PolicyGenius, or any insurance carriers for any policy. Members will choose to implement any insurance-related advice including but not limited to: carriers, new policies, and/or changes to any existing policies.

Plan for life's what-ifs with Facet.

You get answers to your toughest questions.

  • Which life insurance company should I choose?
  • How much home or auto insurance do I need?
  • Is pet insurance necessary?
  • If I were to pass away, would my loved ones be able to maintain the same lifestyle?

You get get personalized protection.

Get exactly what you need, nothing more to protect what matters most.

You pay the right price.

We find you the best value, saving you money on premiums. (Plus, we don’t charge commission.)

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How a Facet memberships work.

With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.

Our flat-fee model means no commissions.

Support from a team of CFP® professionals and experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

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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.
“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 T
New York

“After taking the time to get to know my goals and personality, Facet matched me with an advisor… Not only is [my CFP®] willing to discuss my own finances, she takes the time to answer any questions I have about the world of finance more generally, and I come out of each meeting having learned something new. I highly recommend Facet Wealth to anyone looking for financial advice.”

Isabella Z
Massachusetts

“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”

Steve E
Massachusetts

“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”

Sarah & Michael D
North Carolina

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** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.