Exencial Wealth Advisors

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.