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Facet

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Facet
Financial Services Company

Important Disclosures

About us
We founded Facet in 2016 because we saw that the traditional financial industry was fundamentally broken. The idea struck us after years of watching our friends and family get shut out, as financial advice was expensive, confusing, and explicitly catered to high net worth individuals, leaving the rest behind. That realization became our defining mission. We didn’t just build a better service; we engineered the new standard for financial planning. Facet delivers planning that is accessible, transparently priced, and deeply customized. We empower you to command your entire financial life—moving beyond just retirement and investments to guide you on every single decision your money touches. We built the guidance you deserve—now it’s time to put it to work.
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Specialties and Expertise

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Equity Compensation
Tax Minimization Investment Strategies
College Planning
Cash Flow Analysis
Debt Management
Wealth Accumulation and Preservation Strategies
Alternative Investments
Tax Preparation
High Net Worth Planning
Socially Responsible Investing (SRI)
Environmental, Social, and Governance (ESG)
Portfolio Construction
Philanthropic Planning and Giving
Retirement Income

Clientele

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Teachers
Business Owners
Divorcees
Surviving Spouses
New Investors
Corporate Executives
Startup Employees
Inheritors
LGBTQ+
Government Contractors
Entrepreneurs
Nurses
Tech Sales
Veterans & Active Duty Military
Professional Athletes
Real Estate Developers
First Responders
Building Industry Professionals
Software Engineers
High Net Worth Individuals
1st Generation Americans
Retirees
Tech Employees
Real Estate Agents
Wealthy Families
Dentists
Women in Tech
Businesswomen
Attorneys & Paralegals
Single Mothers
Healthcare Workers
Doctors
Partners at Law Firms

Services Provided

Tax Planning

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Advice-Only Financial Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee

Proof of License

SEC Profile
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Facet Disclosure
Facet is a RIA with the SEC. This isn’t an offer to sell securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.
Profile last updated: 12-02-2025