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Tax Reform, Your 2018 Tax Returns & Future Planning
A lot changed with the new Tax Cuts and Jobs Act [TCJA] in 2018. My goal is not to provide you with every change (I do want you to be awake by the end of this), but to provide you with the most relevant information for you and our clients.
New Financial Planning Experience
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Here are this year’s 20 most promising startups in Baltimore: realLIST 2019
Meet the next wave of startups growing big ideas into local companies. Jan. 28, 2019 4:02 pm By Stephen Babcock For the people looking to
Why Facet Wealth Wants to Buy Your Small Accounts
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.
Baltimore-based personal finance startup Facet Wealth raises $33M
CEO Anders Jones talks about moving to Baltimore from Silicon Valley, and the company’s plans for growth. Facet Wealth, a Baltimore-based personal financial planning startup,
Bridging The Divide Between Robo-Advisors And Traditional RIAs
NOVEMBER 19, 2018 • GEORGE YACIK A rash of low-cost, online-only financial advisory companies have hit the scene in recent years, threatening to steal customers from traditional
This Tech-Advisor Hybrid Wants Your Small Clients
Facet Wealth’s wheelhouse is the same client profile advisors are typically trying to offload. Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon
Tech Startup That Buys RIA Clients Raises $33M
Facet Wealth, a digital wealth management platform with an intriguing twist, has raised $33 million in Series A funding from investment firm Warburg Pincus and