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Why Facet
What We Cover
Your Money
Financial Wellness

Financial Planning

Investing

Retirement Planning

Insurance Planning

Tax Planning & Filing
Your Life
Family Planning

Education Planning

Estate Planning
Your Work
Equity Compensation

Career
How It Works
Pricing
Discover

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Get started

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Why Facet
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Get started with Facet: (443) 294-5665

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400 East Pratt Street, 8th Floor, Baltimore, MD 21202

(“Facet Wealth, Inc”) is an SEC registered investment adviser. This is not an offer to sell securities or the solicitation of an offer to purchase securities. Facet’s specific investment management services vary depending upon the chosen service level. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

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.

For additional information, please refer to our Legal Documents Page, our ADV 2A and our Customer Relationship Summary.

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals and an AUM development analysis over the short and long term. Self-recommendations were prohibited, and no compensation was provided for the ranking.