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Thomas G

CFA®

Phoenix, MD

Facet

Thomas Graff is a CFA® charterholder with 14 years of industry experience. He has worked at Facet Wealth, Inc. since 2022 and previously spent 12 years at Brown Investment Advisory & Trust Company. He is based in Phoenix, MD. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and discretionary investment management services. The firm uses a holistic financial planning framework and technology-driven asset allocation programs focused primarily on ETFs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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