About Us

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice that elevates expectations across the industry.

0 %
Client Satisfaction Rate

Clients in All 50 States

0 +
CFP Professionals

Hear from Our Founders


Anders Jones

CEO & Co-Founder

“I feel that I’m carrying on my mother’s legacy of helping people achieve financial wellness.”

Patrick McKenna

Executive Chairman & Co-Founder

“We’re solving the problem for all the people who work hard, save money, and need help making sound long-term financial decisions.”

Brent Weiss

Chief Evangelist & Co-Founder

“We shared a vision of a financial planning firm that gave millions of people access to the kind of financial advice that we believe to be essential to living well.”

Meet Our Leadership Team

Meet the people who bring our mission to life.

Come Join Our Team

With our client-first approach, we’re one of the fastest-growing financial services companies. Join us.

Diversity, Equity, And Inclusion

Every member of the Facet team shares a common philosophy that shapes and drives every aspect of our business. This philosophy supports both a diverse team and diversity of thought.

Collaborating with Each Other

We continuously elevate our understanding of bias and how it impacts our relationships and the work that we do. We complete bias training, which helps inform and set priorities within our organization.

Growing our Business

We believe that good ideas come from all areas of the business and that no one is limited to their job description when contributing to company growth and change, or to their own personal and professional growth.

Creating Opportunity

As an organization, we support opportunities for growth, learning, and development from within the organization, and ensure that everyone has the opportunity to progress and advance.

Building Our Team

We are committed to sourcing the best people to join our team, from a broad pool of diverse candidates.

Ensuring Success

Through a regular and candid review of progress, we ensure that we’re delivering on the commitments we set forth.

Contributing to Our Community

The Facet Wealth Scholarship for Increased Diversity in Financial Planning

The scholarship, in partnership with the CFP Board Center for Financial Planning, benefits African American/Black CFP® candidates seeking to become CERTIFIED FINANCIAL PLANNER™ professionals. The funds will cover the expenses associated with completing the education required to obtain the CFP® certification.

Baltimore Tracks Coalition

Facet Wealth is proud to be a part of Baltimore Tracks, a coalition of leading Baltimore tech companies that have a commitment to build a diverse workforce by facilitating dialogue, sharing best practices, and taking action to ensure equitable and inclusive practices among our teams.