Focus on what's important.

We'll help with the rest.

What does financial peace of mind look like for you? How good would it feel to know that all of your financial goals are on track?

At Facet Wealth, your personal CERTIFIED FINANCIAL PLANNER™ is the partner you need to make every aspect of your financial life work for you. You'll have someone keeping you on track to reach your goals, supporting you in your financial decisions, and giving you the insights you need to make the money moves that are best for you.

Take the first step to financial freedom.

At Facet, you pay a low annual fee based on the services you need. Period. When you make more money, we won't charge you more—we'll celebrate your success alongside you.

Complete the form and receive a no-obligation review of your financial situation and goals.

We look forward to helping you achieve them!

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, further acknowledge that Facet Wealth has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice.

Focus on what's important.

We'll help with the rest.

What does financial peace of mind look like for you? How good would it feel to know that you're on track for all of your financial goals?

At Facet Wealth, your personal CERTIFIED FINANCIAL PLANNER™ is the partner you need to make every aspect of your financial life work for you. You'll have someone keeping you on track to reach your goals, supporting you in your financial decisions, and giving you the insights you need to make the money moves that are best for you.

Take the first step to financial freedom.

At Facet, you pay a low annual fee based on the services you need. Period. When you make more money, we won't charge you more money—we'll celebrate your success alongside you.

Complete the form below for a no-obligation review of your financial situation and goals. We look forward to helping you achieve them!

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Why Facet Wealth?

We are human-first

You will work one-on-one with your personal financial planner, who is always a CFP® Professional and is never incentivized to sell products. There are no call centers and no robots.

We work around your schedule

We know that life is busy, so we meet you where you are, when you need us. You will have access to your advisor at a time and place that works for you via video conferencing.

We are way more than asset management

Though we do that, too. We believe that a healthy relationship with your finances starts with a deeper understanding of them. Through this, you will develop long-term financial well-being.

We charge a low, flat fee

We charge a low, flat annual fee based on the complexity of your finances, not your assets under management. There are no hidden fees, and the price doesn't increase when your assets do.

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

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

Important Disclosure Information
Electronic Message Disclosure