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INTEGRATED BEATS FRAGMENTED

Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” We believe coordinating investment management with every other area of your financial picture like planning, taxes, estate, and risk improves outcomes.

This integrated plan only gets you so far without great execution. We bring this plan to life with our E3 process where we Evaluate, Execute, and Evolve as our clients’ lives unfold and needs change.


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ACCOLADES

We’ve been recognized for how we help our clients achieve their family, occupational and recreational goals.


Financial Times Top 300 RIA’s 2017, 2018, 2019

Forbes - Fastest Growing RIA Firms over 10 years - #56

FA Magazine RIA 2019 Ranking
horizontalBarron's Advisor Top 100 RIA Firms 2023 
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Persona 3
For

Business Owners

Protecting your financial future.

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Persona 2
For

Executives

Making the most of your peak earning years.

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Persona 1
For

Life Changes

Helping you prepare for the next financial step.

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FOR EACH ASPECT OF YOUR FINANCIAL PICTURE

Our experienced team will guide you through each part of the process, whether it’s your first time working with an advisor or your fiftieth. These are just some of the tax planning services we offer:

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Business strategy

INVESTMENT MANAGEMENT

Customized portfolios to best fit your stage in life. Our open architecture platform lets us provide what is in your best interest from individual securities to institutional quality private investments.

Estate

ESTATE PLANNING

We help draft documents or interpret existing ones to make sure they accomplish our clients’ intentions. Our clients value our summaries and flow charts of their plans.

Finance

FINANCIAL PLANNING

Plans are crafted with an expert from our team of 9 CPAs and 10 CFPs with skillsets including retirement planning, tax projections, and balance sheet preparation.

Planning

TAX AND ACCOUNTING

Our team of experts coordinates and executes income tax projections and tax return filing. We coordinate this service with investment management, financial planning, and estate planning to simplify our clients’ lives.

LET US HELP YOU ACHIEVE YOUR GOALS

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