Introducing our new brand: Exencial. The name change reflects our culture of excellence and is exemplary of our executive financial insight.

We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients.

We are privately owned and independent of the conflicts of interest associated with other financial institutions.

We provide wealth management for individuals and corporations, including financial and tax planning, portfolio management, and executive compensation and planning.

We go above and beyond for our clients, providing more than just financial tips. We provide leadership, honesty and level-headedness.

Co-CEOs John Burns and Jerry Georgopoulos have a combined 42 years of experience providing investment management and financial planning services.

Even the media draws from our expertise. We are regularly featured on CNBC as well as local news stations.

Our investment committee convenes weekly to monitor markets, world events, economic trends, and the performance of each investment in your portfolio.