Investing as it should be.

Our investment philosophy starts with you. Because when it comes to investing, we believe in strategies that not only help you generate more, but also help you keep more. After all, it’s your money. So we’re here to help you get ahead with unbiased, personalized investment advice and some of the lowest fees in the industry.

OUR APPROACH TO INVESTING

01

We use Nobel-prize winning research with a modern twist*

Long-term investment success is all about the right mix of diversified investments, taking smart risks, and staying invested over time.

TIMING THE MARKET CAN MEAN MISSING OUT ON RETURNS1

02

A tailored portfolio that helps you live your today and plan for tomorrow

With your plan as your foundation, and low cost, tax-efficient ETFs at the core of your portfolio, you’ll be positioned to participate in market returns and avoid the mistakes that most investors make.

03

A dedicated CFP® professional who offers purely objective investing advice

We remove conflicts of interest with one clear, flat fee. This means we can focus on what’s best for you - no kickbacks, no commissions, no sales tactics. Strictly unbiased advice designed to help you achieve success.

04

All this, plus some of the lowest fees in the industry, with tax-efficient planning included

In addition to low-cost investments like ETFs, we’ll recommend accounts to minimize taxes today and create tax-efficient income for tomorrow. All for one low flat fee - which makes a big difference over time.

1 Sources: Ibbotson, Fidelity Mgmt & Research Company, Morningstar
2 Capital Spector.com | Source: Dalbar
3 https://www.kitces.com/blog/financial-advisor-average-fee-2020-aum-hourly-comprehensive-financial-plan-cost
* Our investment approach includes research from Nobel prize winners Harry Markowitz, Eugene Fama and Richard Thaler.
** Based on a traditional advisor charging 1% of your total account vs. a Facet annual flat fee of $2,400 plus .08% fund fees. Assumes a starting account balance of $100,000 adjusted for annual contributions and investment growth.

Dive deep into Facet’s approach to investing

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See for yourself why we’re one of the fastest-growing financial services companies.

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© Facet Wealth, Inc. ("Facet") 2023

© Facet Wealth 2023. All rights reserved.
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

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.

Endorsements were provided by promoters or influencers who were not clients of Facet when initially engaged. Individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

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.