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

Facet’s Solutions for Advisors

We work with financial advisors at any stage to help optimize practices and plan for the long term.

Succession Planning

We help ensure that all of your clients—no matter what size—are taken care of when you retire

Practice Management &
Profitability Improvement

We can help identify clients that are not an ideal fit for your service model, and transition them to Facet

Partnering on M&A

We will partner with you on acquisitions to increase the success of the transaction and outcome

Join Our Team

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

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Questions? Contact us


Solutions for Advisors

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

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