Facet Wealth (DBA Facet):

Delivering Mass Affluent Market Financial Planning through WealthTech Tools & Virtual CFPs

Recently Released!!!
Date Published: April 24, 2024
Summary PowerPoint Deck: 102 Slides
Reference PowerPoint Deck: 164 Slides


Facet Wealth (DBA Facet) 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, 234 employees, 98 financial advisors, & 14,000 clients. Facet Wealth (DBA Facet) is led by its Executive Chairman Patrick McKenna, CEO Anders Jones, & President Shruti Joshi. Facet Wealth (DBA Facet) is privately owned. Its web site can be found at www.facet.com.

Facet Wealth (DBA Facet)'s comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Fabric Wealth Phase
  • Friends & Family Phase
  • Series A Capital Raise Phase
  • Series B Capital Raise Phase
  • Series C Capital Raise Phase
  • Facet 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.





























Disclosure: Tiburon's Managing Partner is a member of Facet Wealth (DBA Facet)'s board of directors.


Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors