Every money decision,handled.

David G.

We have been with several advisors through the years. This was the first time we both felt well informed and educated.

Kris S.

Sammie is always well prepared and knowledgeable and helps us feel at ease as we head into this next chapter of our lives. She helps us navigate some of the unknown.

Karli B.

I am having an excellent experience working with Facet to create a manageable, REALISTIC financial plan aligned with my future goals. The entire process felt thoughtful, transparent, and genuinely client-focused.

Andrew

I was nervous... my first time working with a financial advisor. However, Leeann actively listened to what my goals were, acquired all the information needed, and then laid out the roadmap to begin our journey. It's clear she understands our objectives and now I'm no longer nervous... I'm excited and motivated!

Michael D.

My advisors have been great (and patient!) in guiding me this year as I sort out almost 30 years of scattered investments and accounts that I have accrued over years of working for different companies with different retirement plans and accounts. I've never felt more supported in my financial planning than I have with the Facet team.

Andy H.

I’ve had other advisors who talk at you or don’t listen, but I’ve always felt Todd explains things in a way that makes sense and doesn’t use complicated jargon. Although we don’t have significant wealth (yet), I am much more comfortable with my personal finances after a session with Todd.

Tim S.

After early retirement, Evan is helping me figure out the best short and long term tax strategy for withdrawals and our portfolio… It is great to have someone to lean on for guidance and information. Facet's business model provides the advice I need for a reasonable cost. And have been very impressed with -all- of their team members over the past 2 years.

Ken G.

We have been working with another financial advisor for years and feel that we got more accomplished with Loren than we did in all the years with our other advisor. We’re looking forward to working together with him and securing our future.

Jeffrey G.

As we are approaching retirement, we decided our best strategy would be to have a solid financial planner with a solid company that can provide tailored services. We have found that in Facet… Facet has the tools and specialists necessary to provide a team approach to complex scenarios. That gives us confidence we made the right decision to go with Facet. We are much more confident in our financial future with Facet...

Maria H.

Brian was personable and engaging. He listened and explained information clearly. He was patient and easy to connect with. I felt I was in good hands.