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Why Exencial? -- Article coming soon!

What services do you offer? -- Article coming soon!

How much do you cost? -- Article coming soon!

What makes you better than my advisor? -- Article coming soon!

Our Process


Evaluate

  • Client interview
  • Gather family, occupation, and recreational goals
  • Evaluate current financial situation in light of those goals

Execute

  • Orchestrate changes
  • Follow-through

Evolve

  • Stay fluid and dynamic
  • As your stage of life changes, we help anticipate your future needs
Connecting our clients' Family , Occupational , and Recreational goals with their Money .
Our Approach

Integrated Wealth Management

bringing together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.


Investment Management

Globally diversified portfolios with a focus on value opportunities in the market. Our in house team of analysts, portfolio managers, and traders oversee our clients investments.

Tax

Prepared by our in house team of experts that file returns, generate tax projections, and evalute tax implications specific to situations.

Financial Planning

Crafted with our in house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.

Estate Planning

Coordinate all aspects of our clients financial picture into their estate plans. "If it is not integrated, it is fragmented."

videos


MOST POPULAR VIDEOS
Dow pares losses after Trump’s tariffs spur volatility

B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.

Created On: 05/02/18
Exencial Spring 18 Outlook

Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.

Created On: 05/02/18
SELECT Update Q4 2017

Join David Yepez, Rich Erwin, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.

Created On: 05/02/18
MORE
NEWEST VIDEOS
Dow pares losses after Trump’s tariffs spur volatility

B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.

Created On: 05/02/18
Exencial Spring 18 Outlook

Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.

Created On: 05/02/18
SELECT Update Q4 2017

Join David Yepez, Rich Erwin, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.

Created On: 05/02/18

Our Team


We provide a collobarative, team approach to Wealth Mangement.

John Burns Chief Executive Officer
Tim Courtney Chief Investment Officer
Matt Ventura Managing Director/Sr. Wealth Advisor
Philip "Rusty" Ross Sr. Wealth Advisor
Jared Snider Sr. Wealth Advisor
John Brown Sr. Wealth Advisor
Monica Sipes Sr. Wealth Advisor
Suzanne Fitzgerald Sr. Wealth Advisor
David Totah Sr. Wealth Advisor
Robert Knode Sr. Wealth Advisor
Jerry Georgopoulos Co-Founder/Consulting Advisor
Michelle Scarver Principal/Wealth Advisor
Tom McGuigan Principal/Wealth Advisor
Kristin Carlton Wealth Advisor
Conrad Netting Sr. Wealth Advisor
Don Pace Sr. Wealth Advisor
Daniel Routh Wealth Advisor
Richard Erwin Sr. Analyst/Portfolio Manager
Austin Winsett Wealth Advisor
Jean Wilczynski Sr. Wealth Advisor
Derek Northup CFO/Tax Director
Dodie LaPiana Relationship Manager
Brandi Simmons Relationship Manager
Ashley Patterson Tax Administrator
Cassandra Colon Relationship Manager
Carly Carver Relationship Manager
Steven Hamilton Relationship Manager
Devin Laughlin Relationship Manager
Rachel Crager Relationship Manager
Liza Tambunga Relationship Manager
Jennifer Roberts Client Services
Julie Cavanaugh Operations Branch Manager
David Yepez Investment Analyst
Caleb Dillard Chief Operations Officer
Pamela Wood Director of Compliance
Marshall Welke Director of Operations
Benjamin Courtney Intern - Investment Team

articles


MOST POPULAR ARTICLES
Weekly Commentary: Should investors be concerned about the US Treasury yield curve?

Exencial Wealth Advisors CIO Tim Courtney discusses whether investors should be concerned about the U.S. yield curve.

Created On: 06/22/18

Weekly Commentary: Is the Jobs Market at a Tipping Point

The jobs reports released in the last couple months shows some astonishing number. See Tim Courtney's comments in this weeks Weekly Commentary

Created On: 06/15/18

Weekly Commentary: Unpacking the Italian Bond Crisis

Tim Courtney discusses the recently seen turmoil in the Italian financial markets.

Created On: 06/08/18

How Living Longer Will Impact Your Retirement

Dave Totah, Sr. Wealth Advisor was quoted recently in U.S. News & World Reports.

Created On: 05/19/18

10 Funds That Can Beat the Market for Another Decade

Tim Courtney's comments were included in reporter Michael Foster's recent Kiplinger slideshow regarding long-term funds that can beat the S&P 500

Created On: 05/17/18

Improving Your Roth IRA Strategy

Why should you use a Roth IRA? What is the best way to incorporate this into your portfolio strategy? These questions and more are answered in this piece by Neil Krishnaswamy.

Created On: 05/02/18

How a Few Simple Measures Can Protect Your Legacy

Neil Krishnaswamy discusses ways that you can protect and ensure your legacy with estate planning.

Created On: 05/02/18

Understanding Risk

Maximizing returns and controlling risk can be tough to manage, in this piece by Portfolio Managers Rich Erwin & David Yepez they discuss how to limit exposure to uncertainty.

Created On: 05/02/18

Year-end Portfolio Housekeeping Checklist

Tim Courtney walks through an end of year checklist for your portfolio.

Created On: 05/02/18

Stock Market Outlook: Likely to Stay Lively in April

Tim Courtney was recently featured in an article on Nerd Wallet by Anna-Louise Jackson about the recent market volatility.

Created On: 05/01/18

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