• Exencial Financial
    Introducing our new brand: Exencial. The name change reflects our culture of excellence and is exemplary of our executive financial insight.
  • Excellence
    We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients.
  • Exemplary
    We are privately owned and independent of the conflicts of interest associated with other financial institutions.
  • Extensive
    We provide wealth management for individuals and corporations, including financial and tax planning, portfolio management, and executive compensation and planning.
  • Exceeding
    We go above and beyond for our clients, providing more than just financial tips. We provide leadership, honesty and level-headedness.
  • Experienced
    Co-CEOs John Burns and Jerry Georgopoulos have a combined 42 years of experience providing investment management and financial planning services.
  • Expert
    Even the media draws from our expertise. We are regularly featured on CNBC as well as local news stations.
  • Exact
    Our investment committee convenes weekly to monitor markets, world events, economic trends, and the performance of each investment in your portfolio.
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