Start Your Journey Today
At Facet, you work with a dedicated CFP® Professional - not a call center - on whatâs important to you. We provide a complimentary goal setting and financial analysis session with a CFP® Professional to make sure we understand how we can help you.
All of our service levels include:
Dedicated CFP® Professional
Goal Based Financial Planning
Financial planning supported by a sound investment strategy, not the other way around
Our promise to work on the goals that are important to you
Click below to schedule a call with one of Facet's CFP® Professionals.
Facet partners with advisory firms to transition small accounts
Solutions for Advisors
Facet works with advisors to grow practices, enhance service and plan responsible transitions.
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Join Our Team
Facet is disrupting the wealth management industry. Check out our job opportunities!