Exencial is a leading independent wealth management firm.
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 banks, insurance companies and Wall Street Brokerage firms.
We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial’s services include all facets of wealth management such as financial planning, tax planning, portfolio management, and executive compensation and planning.
Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others resort to panic.