Nick serves as a Lead Planner for Facet Wealth . He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 7 years of experience. Before joining Facet , Nick worked as a Wealth Manager for a full-service Registered Investment Advisory firm in Minnesota .
7/6/2019 · Facet Wealth offers virtual, full-service financial planning from dedicated certified financial planners. The company charges a flat annual fee based on the complexity of a client’s planning needs …
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Questions? 443-376-6222 info@facetwealth.com 100 International Drive 23rd Floor Baltimore, MD 21202, Facet Wealth is a national financial planning firm focused on delivering meaningful advice to its clients that goes beyond investment management. Each Facet Wealth advisor is a Certified Financial Planner (R) Professional who works with clients to develop a custom financial plan for short and long term goals.
We are Facet Wealth – where financial planning goes beyond dollars and cents – we want to celebrate, strategize, and commiserate with you about every facet of your life. Solutions for Employers. Facet works with employers to make financial planning accessible and.
Questions? 443-376-6222 info@facetwealth.com 509 S. Exeter Street Suite 202 Baltimore, MD 21202, T. Rowe Price, Brown Capital Managem…, Foundation Financial Advisors, I…, WMS Partners – Towson, Stansberry Research
