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
Rachel Crager Relationship Manager
Jennifer Roberts Client Services
Lori Stephenson Relationship Manager
David Yepez Investment Analyst
Caleb Dillard Chief Operations Officer/Chief Compliance Officer
Julie Cavanaugh Operations Branch Manager
Pamela Wood Director of Compliance
Marshall Welke Director of Operations
Nina Carr Tax Advisor
Benjamin Courtney Intern - Investment Team

articles


MOST POPULAR ARTICLES
Weekly Commentary: Making the Most of Market Cycles

Market participants are often trying to gauge where the economy is in the market cycle. Are we in the growth phase? Nearing the peak? Slowing toward a recession?

Created On: 10/12/18

Three Key Themes for 2018

As we move into the fourth quarter of 2018, we look back on an interesting – and sometimes odd – year.

Created On: 10/03/18

An Overview of Exencial’s E3 Process

Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” This means we can provide the best advice only when we have fully engaged clients who are willing to freely share information and exchange ideas. This philosophy is at the heart of our E3 process.

Created On: 09/28/18

Can Your Small Business Benefit from the New Tax Law?

When the Tax Cuts and Jobs Act (TJCA) was passed into law late last year, a notable provision was introduced for small businesses. Certain taxpayers can now potentially receive a significant tax deduction on qualified business income (QBI).

Created On: 09/28/18

Weekly Commentary: The Economy is Strong. So Why Aren’t Markets Even Stronger than They’ve Been?

The U.S. economy is witnessing some of its strongest numbers in recent years. If the numbers are so high, why isn’t the market even stronger?

Created On: 09/28/18

Weekly Commentary: Lessons From the Financial Crash, 10 Years Later

The U.S. economy is booming. Unemployment keeps dropping, earnings continue to rise and consumer confidence is high.

Created On: 09/21/18

Weekly Commentary: Exencial on Fox Business - September 12, 2018

Tim Courtney explained that the majority of U.S. economic indicators remain positive, and identified several stocks investors should consider to take advantage of this market environment.

Created On: 09/17/18

Weekly Commentary: Global Market Outlook in Light of Tensions in Turkey and China

Investors are wondering if financial contagion will make Turkey the first domino to fall in the long line of world economies, or whether it is an isolated incident.

Created On: 09/07/18

Weekly Commentary: Exencial on CNBC August 24, 2018

Tim Courtney, CIO of Exencial Wealth Advisors, joined CNBC's "Power Lunch" last week to address how markets will fare in a rising interest rate environment.

Created On: 08/30/18

Weekly Commentary: In a Time of Tech Dominance, It Still Pays to Diversify

If an investor hears the market is trending up or down, he or she might think that’s reflective of the average company being tracked. In reality, it doesn’t work that way.

Created On: 08/27/18

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