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Facet Wealth
Facet Wealth was founded on a simple premise: conventional financial planning doesn’t work for everyday Americans. Affluent families pay too much and are penalized for their success by being charged more when their investments increase. Everyday Americans are shut out because they don’t have enough to invest. Facet Wealth is different. Our clients pay a flat annual fee based on the services they need. Period. Every client enjoys a relationship with their personal CFP® professional, who has their back for every aspect of their financial life. This is financial planning at its best. Financial planning for the rest of us.
Purpose
To provide expert, comprehensive, unbiased financial planning to everyday Americans.
Vision
To be the next great financial services company.
Additional Culture Details
Next-gen financial planning company that is disrupting the industry.
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