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

Facet partners with advisory firms to transition small accounts

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

Client Experience

Everything about our client experience - led by a single, dedicated CFP® Professional - is designed to create confidence, trust, and clarity.

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Solutions for Advisors

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

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Contact Us

Financial Advisors

Media Inquiries / 610-228-2125

Join Our Team

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

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