Find Top Financial Advisors in Muskogee, Oklahoma

Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of high-quality advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP^®'s, and CIMA^®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.

Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of high-quality advice and execution. Since our genesis, we have constructed a team of CPA's, CFA Charterholders, CFP^®'s, and CIMA^®'s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy. Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.

T. Casey Loper started financial planning at the age of 22 in 2006. He was trained at a national Brokerage firm for the first 12 years of his career and specializes in generating low risk retirement income while growing the assets to combat inflation. Casey's team is growing and includes two CFA's that work off site. Casey has two children and lives in Midtown Tulsa.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.