It’s official! We’re Facet🔶 The Facet membership you already know and love has leveled up! We’re so excited to have a new brand that reflects our innovative approach to financial planning services, now with an updated logo, website design, and enhanced member experience. Together, we will lead this groundbreaking cultural shift; encouraging people to think about money not as an asset, but as a tool to express their values and enrich their life beyond expectation. A new era of financial planning is here.🚀 Spread the word. https://lnkd.in/ed_YdHNG
Facet
Financial Services
Baltimore, Maryland 27,814 followers
Financial planning for every facet of your life.
About us
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
- Website
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http://www.facet.com
External link for Facet
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Baltimore, Maryland
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Financial Planning, CFP, Investing, Community, Financial Wellness, Financial Advisor, Growth, Investments, Retirement, Career Development, and Personal Development
Locations
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Primary
Baltimore, Maryland 21202, US
Employees at Facet
Updates
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Hayes Anderson, Marnie Golden Donoghue, Blake Bordovsky, Andrew Stewart, Fernando Garcia, and Shelby Kuchta! At Facet, we are incredibly grateful to have such dedicated and talented individuals our team. Join us in celebrating these remarkable individuals and their contributions to Facet's journey! 🙌 #weappreciateyou
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At Facet, we're driven by a mission to revolutionize financial planning, and we're thrilled to share a recent conversation where our President & COO, Shruti Joshi, highlighted just how we're doing it. Shruti was recently featured on the Your Customer, Your Success podcast with Gary Marra, discussing how Facet is thoughtfully flipping the traditional financial model. She explained how Facet empowers members with transparent flat-fee pricing, unbiased guidance from CFP® professionals, and proactive support, all designed to deliver real financial outcomes. Tune in and learn more below. #FinancialPlanning #JoinFacet
Client Experience Management | Customer Success Management | Deep Understanding of Financial Institutions | Driving Customer Loyalty and Retention | Host of the Your Customer, Your Success Podcast
🎧 NEW on Your Customer, Your Success — Episode 20 with Shruti Joshi of Facet Wealth In this episode, I'm joined by Shruti Joshi, President & COO at Facet Wealth, a company on a mission to make financial planning accessible, transparent, and truly customer-first. Shruti shares how Facet is flipping the traditional model: flat-fee pricing with no asset minimums, certified planners who don't sell products, and a proactive Member Experience team focused on real outcomes. 💡 In this clip, Shruti explains how removing commissions builds trust in the planner-member relationship—and why that trust leads to better decisions and real behavior change. If you care about CX, trust, and building services around people—not just products—this episode is a must-listen. Shruti's approach is bold, refreshing, and deeply aligned with what customer-first leadership should look like. 🎧 Listen to the full episode here: https://lnkd.in/dgVXzNaq 📺 Watch it on YouTube: https://lnkd.in/dTG7UiZC #CustomerExperience #Fintech #CustomerSuccess #CXLeadership #Trust #RIA #WealthManagement
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Dalton Kloeker, CFP® 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Anna Wisniewski, CFP® and Shaila Sigurupati 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating these remarkable individuals and their contributions to Facet's journey! 🙌 #weappreciateyou
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👋Happy Friday! Please meet Maya Watson, Member Experience Specialist at Facet. ✅ Her passion is building relationships & supporting others. She is currently in the education phase of her CFP® certification. ✅ She enjoys trying new places to eat, explore, and workout. ✅ She believes life is all about experiences and living to the fullest while spreading good energy to others. Thank you for continuously raising the bar and creating real, measurable value in our community’s lives 🤝 #FacetFeature #WeAppreciateYou
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team members, Stephen G. and Todd Macaulay 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating these remarkable individuals and their contributions to Facet's journey! 🙌 #weappreciateyou
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Jen O'Brien 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
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Let's take a moment to give a big shout-out and wish a very happy work anniversary to our amazing team member, Ed Williams 🎉 At Facet, we are incredibly grateful to have such dedicated and talented individuals like you on our team. Join us in celebrating this remarkable individual and their contributions to Facet's journey! 🙌 #weappreciateyou
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Ready to join a company that values innovation, collaboration, and growth? We're currently hiring for multiple roles across various departments. If you're looking for a workplace where you can do the best work of your career, explore our open positions: https://facet.com/careers/ #JoinFacet #hiring #jobopportunities #remotejobs
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