Facet Wealth:
Delivering Mass Affluent Market Financial Planning through Virtual CFPs

Recently Released!!!
Date Published: October 7, 2021
Summary PowerPoint Deck: 98 Slides

Reference PowerPoint Deck: 159 Slides

Facet Wealth was founded as Fabric Wealth by Patrick McKenna, Anders Jones, Brent Weiss, Austen Bass, & Gorkem Sevinc in 2016. The firm is based in Baltimore, MD and has zero offices, 270 employees, 90 financial advisors, & 8,700 clients. Facet Wealth is led by its Executive Chairman Patrick McKenna, CEO Anders Jones, & chief operating officer Shruti Joshi. Facet Wealth is privately owned. Its web site can be found at www.facetwealth.com.

Facet Wealth's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Friends & Family Phase
  • Series A Capital Raise Phase
  • Series B Capital Raise Phase
  • Series C Capital Raise Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, & clients.

Its profile includes detailed outlines of its core services, including:
  • Financial Planning
  • Investment Management
And its profile concludes with the highlights of its organizational structure & ownership.
Member Access

Tiburon CEO Summit Insiders, Tiburon Members, & individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Disclosure:
Tiburon Strategic Advisors is an investor in Facet Wealth and Tiburon's Managing Partner is a member of Facet Wealth's board of directors.

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.