Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. 

Finance

Facet Wealth

Facet Wealth's headquarters in Baltimore, MD, United States

Anders Jones

Shruti Joshi

Marcus Hadley

Darshan Patel

Jenna Sorrentino

Brent Weiss

JoDee Fields

Chris Hufman

Harry Kirkpatrick

This department focuses on developing and managing financial strategies and plans for clients.

Financial Planning

This department is responsible for strategizing and coordinating project plans and timelines.

Planning Department

This department manages membership programs, engagement strategies, and member relations.

Membership Services

The Operational Support and Administration team at Facet Wealth ensures seamless internal operations and optimized client services. This team manages processes related to human resources, billing, and CRM systems, while also providing essential administrative support. Their efforts enhance efficiency and enable the financial planners to focus on delivering personalized wealth management to clients.

Operational Support and Administration

The Engineering and Development team at Facet Wealth is responsible for designing, building, and maintaining the technology that underpins the company's financial management services. This cross-functional group of product designers, software engineers, and data engineers collaborates to create intuitive user experiences, implement robust back-end systems, and ensure seamless integration of financial tools, ultimately enhancing the service delivery to mass affluent households. Their efforts are crucial in driving innovation and efficiency within the organization's tech-driven approach to personal finance management.

Engineering and Development

The Leadership Team at Facet Wealth is responsible for setting the strategic direction and vision of the company while ensuring effective execution of its mission to provide comprehensive financial life management. Each member brings specialized expertise in technology, investment, customer relations, operations, growth analytics, and financial oversight, fostering collaboration to enhance client experiences and drive sustainable business growth.

Facet Wealth

Org chart

Teams

Financial Planning

Planning Department

Membership Services

Operational Support and Administration

Engineering and Development

Leadership Team

Offices

Facet Wealth

Org chart

Teams

Financial Planning

Planning Department

Membership Services

Operational Support and Administration

Engineering and Development

Leadership Team

Offices

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