509 S. Exeter Street, Ste. 202
Baltimore, MD 21202

Start Your Journey Today

At Facet, you work with a dedicated CFP® Professional - not a call center - on what’s 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.

Get Started

Facet partners with advisory firms to transition small accounts

Increase your firm capacity
Increase your firm valuation
Grow your profitability
Accelerate your firm growth

Solutions for Advisors

Facet works with advisors to grow practices, enhance service and plan responsible transitions.


Contact Us

Financial Advisors

Media Inquiries / 610-228-2125

Join Our Team

Facet is disrupting the wealth management industry. Check out our job opportunities!