Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

Career planning: Most people work over 90,000 hours in their lifetime.*

Who has time to manage their work benefits?

Whether you’re just starting out in your career or a grizzled veteran with retirement on the horizon, get the support you need to flourish every step of the way. 

*Pryce-Jones, Jessica. (2010). Happiness at Work: Maximizing Your Psychological Capital For Success

Feel less stress, so you can focus on what you do best.

Work is a full-time job—but it doesn’t end there. You also have to know how to manage your employer-sponsored benefits. If you don’t know what you’re doing, you risk missing out on important benefits, such as insurance, retirement, and wellness plans.

Insurance

Health, disability, life, and more.

Retirement

401(k), IRA, 457, 403(b), Profit-sharing, ESOPs

Equity Compensation

RSUs, NSOs, ISOs

Step aside, HR.
We got this.

You can count on Facet’s team of experts to guide you along your professional journey. Whether you are making a career change, dealing with a lay-off, negotiating benefits with a new employer, or trying to figure out how your equity compensation works, we’ll be there every step of the way.

Need help navigating your work benefits?

Unbiased financial advice
+ industry-leading technology.

You deserve honest advice and personalized guidance for your entire financial life. That’s why all Facet Planners are CFP® Professionals—the highest certification in the industry—to ensure you are getting absolutely unbiased recommendations.

Our industry-leading technology makes it easy for you to understand your options and make the right financial decisions with the help of your team of experts.

How a Facet membership works.

With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.

Our flat-fee model mean no commissions — ever.

Support from a team of CFP® professionals and financial experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

Over 0 already trust Facet.
Woman in yellow coat holding an ipad
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something.”

“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”

Gizem Y & Antonio C
Rego Park, NY

“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”

Steve E
Massachusetts

“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”

Sarah & Michael D
Raleigh, NC

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Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.