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.
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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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