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


NEWEST VIDEOS

Join David Yepez, 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: 05/02/19

Tim Courtney, CIO of Exencial Wealth Advisors, provides an update on recent market activity

Created On: 12/17/18

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

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

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 collaborative, team approach to Wealth Management.

John Burns Chief Executive Officer
Tim Courtney Chief Investment Officer
Matt Ventura Managing Director/Sr. Wealth Advisor
Philip "Rusty" Ross Sr. Wealth Advisor
John Brown Sr. Wealth Advisor
Monica Sipes Sr. Wealth Advisor
David Totah Sr. Wealth Advisor
Jared Snider Sr. Wealth Advisor
Jerry Georgopoulos Co-Founder/Consulting Advisor
Tom McGuigan Principal/Wealth Advisor
Conrad Netting Sr. Wealth Advisor
Don Pace Sr. Wealth Advisor
Kristin Carlton Wealth Advisor
Richard Erwin Sr. Analyst/Portfolio Manager
Austin Winsett Wealth Advisor
Jean Wilczynski Sr. Wealth Advisor
Derek Northup CFO/Tax Director
David Yepez Senior Investment Analyst
Ashley Patterson Tax Administrator
Brandi Simmons Relationship Manager
Dodie LaPiana Relationship Manager
Carly Carver Relationship Manager
Steven Hamilton Relationship Manager
Cassandra Colon Relationship Manager
Lori Stephenson Relationship Manager
Julie Cavanaugh Operations Branch Manager
Caleb Dillard Chief Operations Officer
Pamela Wood Director of Compliance
Marshall Welke CCO | Director of Operations
Benjamin Courtney Intern - Investment Team
Nina Carr Tax Advisor

articles


MOST POPULAR ARTICLES
Understanding Mutual Funds and ETFs

Several large brokerage houses made headlines earlier this fall when they announced zero fees for stock and ETF trading. Firms such as Charles Schwab, TD Ameritrade and Fidelity were on the list among others.1 However, while trading costs have lessened for ETFs, not much has changed for mutual funds.

Date: 12/06/19

Happy Thanksgiving!

As the holidays approach, our team at Exencial Wealth Advisors is reminded of how thankful we are for the continued support of our clients, business partners and friends of the firm. You truly inspire us each and every day. We wish you and your families a wonderful Thanksgiving!

Date: 11/27/19

Outlook on International Markets

During the last 10 years, international markets have disappointed, producing returns that are not quite half those of U.S. markets. Over the past five years, the S&P 500 is up 10.78 percent while the MSCI EAFE Index is up 4.81 percent. The last decade has seen the largest 10-year outperformance by the U.S. (nearly eight percent annually) since records became available in 1970. As such, there are a couple things we should keep in mind moving forward.

Date: 11/25/19

3 Political Themes to Watch

The market hasn’t had to account for increasing political and policy risk for a number of years. In 2012, it was widely expected that former President Barack Obama would win reelection. Markets were familiar with his economic policies and had already factored them into prices.

Date: 11/18/19

Understanding the Impact of the Federal Funds Rate

For much of the last decade, the federal funds rate — the rate at which banks lend to other banks – has hovered near zero. In late 2015, the Federal Reserve (Fed) slowly started to increase the rate until late 2019, at which point it began to reverse course once again. The federal funds rate currently sits in the 1.5 to 1.8 percent range.

Date: 11/12/19

Exencial on Yahoo! Finance

Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, joined Yahoo! Finance’s On the Move show this week to discuss his latest market observations. Tim explained why markets may have started to view value stocks as more attractive and identified U.S. consumers as the “primary pillar” holding up economic growth. Lastly, Tim discussed why he expects political risk, which markets have largely downplayed over the last six to seven years, to become a bigger force influencing the markets in years to come. Tune into his segment here.

Date: 11/08/19

The Potential Impact of Low Prices on US Companies

In the last couple of years, U.S. companies have posted record-setting earnings as a result of corporate tax cuts and economic expansion. The earnings growth rate of the S&P 500 was just over 20 percent in 2018, and estimates project that number to be in the mid-single digits in 2019.

Date: 11/07/19

Strength of the US Consumer

Despite ongoing fears of a looming recession, the U.S. consumer has remained strong and maintained healthy spending habits over the last several years. Since Americans haven’t overspent, they are in a position to use cash toward retail spending, in addition to travel and leisure activities as evidenced by an increase in fully booked commercial flights and cruises. As such, we recently added several consumer-focused companies into our SELECT stock list, including Delta Air Lines (DAL), Ollie’s Bargain Outlet (OLLI) and Carnival Cruise Line (CCL).

Date: 11/07/19

Turning of the Tide

For the first time ever, assets in U.S. index-based equity mutual funds and ETFs have surpassed those in active funds. As of Aug. 31, 2019, passive U.S. stock funds hit $4.27 trillion in assets, eclipsing the $4.25 trillion in their active counterparts.

Date: 11/07/19

Assessing the US Manufacturing Slowdown

The Institute for Supply Management’s (ISM) Purchasing Managers’ Index 1 declined to 49.1 percent in August, the lowest reading in more than three years. 2

Date: 09/30/19

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