Small business: The backbone of the economy.

Starting a small business is hard enough. Keeping that business running and providing a fulfilling life for you and your family can be even more challenging. Facet’s team of experts helps small business owners optimize their personal financial lives, leaving more time for them to do what they do best.

Navigate entrepreneurship with ease.

As a small business owner, you already know what it’s like to be responsible for making important business decisions every day. For everything else, Facet can help you stay in control of your career, income, and future.

Free yourself from everyday stressors.

Having the right team of professionals to build and maintain your personal finances can reduce stress, minimize expensive mistakes, and help you avoid major headaches down the line. From planning for unsteady cash flow to finding the proper retirement plan for your situation, gain the confidence you deserve to thrive in every facet of your life.

How financially well are you?

How a Facet membership works.

With Facet, you get your own CFP® professional and a team of 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 mean no commissions — ever.

1×1 support from a CFP® professional, backed by a team of experts.

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

Exclusive partner offers that complement your financial outcomes.

Over 0 already trust Facet.
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“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.”

“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. That was a luxury to say the least.”

Gizem Y & Antonio C
Rego Park, NY

“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
Raleigh, NC

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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.