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

Recently Released!!!
Date Published: February 11, 2019
Summary PowerPoint Deck: 31 Slides

Reference PowerPoint Deck: 72 Slides

Facet Wealth was founded as Fabric Wealth by Anders Jones, Patrick McKenna, Gorkem Sevinc, & Brent Weiss in 2016. The firm is based in Baltimore, MD and has one office, 40 employees, 10 financial advisors, 300 clients, 138 accounts, & $110 million assets under management. Facet Wealth is led by its Executive Chairman Patrick McKenna, CEO Anders Jones, & Chief Operating Officer Chris Hufman. 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:
  • Early Phase
  • Fabric Wealth Phase
  • Capital Raise Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits.

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.
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PowerPoint Deck
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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.

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