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
Jared Snider Sr. Wealth Advisor
John Brown Sr. Wealth Advisor
Monica Sipes Sr. Wealth Advisor
David Totah Sr. Wealth Advisor
Jerry Georgopoulos Co-Founder/Consulting Advisor
Tom McGuigan Principal/Wealth Advisor
Kristin Carlton Wealth Advisor
Conrad Netting Sr. Wealth Advisor
Don Pace Sr. 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 Operations Lead
Cassandra Colon Relationship Manager
Lori Stephenson Relationship Manager
Julie Cavanaugh Compliance Specialist
Caleb Dillard Chief Operations Officer
Marshall Welke CCO | Director of Operations
Benjamin Courtney Intern - Investment Team
Nina Carr Tax Advisor

articles


MOST POPULAR ARTICLES
A Look Into the Mortgage Market and the Inflation-Deflation Debate

Amid all the chaos from the coronavirus and resulting market volatility, the housing market continues to flourish. The S&P/Case-Shiller U.S. National Home Price Index1 has continued to climb and, in fact, we’ve seen monthly increases throughout the pandemic.2

Date: 09/18/20

Employee Spotlight: Meet Pete Trontis, Senior Portfolio Manager

For this quarter’s employee spotlight, we’d like to introduce Pete Trontis, Senior Portfolio Manager, who joined us following our merger with North Carolina-based Willingdon Wealth Management in June of this year.

Date: 09/15/20

The Survey Says...

Recent consumer confidence surveys have fallen from the impressive levels we saw at the beginning of the year to levels that are well below typical readings.1 These surveys are reflecting the depressing effects of the deepest economic pullback since the Great Depression and are probably not a surprise to most Americans. Other surveys, however, are showing a decidedly different take on our current situation.

Date: 09/11/20

Assessing Elections and Market Returns

Despite the broad market rebound in the 2nd and 3rd quarters, many investors are still feeling uneasy. While the recovery has been welcome, the weakened economy and rolling business restrictions are causing investors to wonder if markets are truly reflecting all the uncertainty that 2020 has produced. Further, we are entering an election season amid rising expected market volatility.

Date: 09/04/20

Reading Mixed Market Signals

The S&P 500 hit multiple record highs this week, closing at 3,484.55 for the first time ever on Thursday.1 With U.S. large-cap stocks hitting highs, you might expect other, non-related asset classes to be behaving differently. However, this has not been the case.

Date: 08/28/20

Takeaways from Exencial’s ESG Study

We have seen an increase in client inquiries over the last few years surrounding environmental, social and governance (ESG) investing.1 This is being driven, at least in part, by an uptick in media coverage and research touting ESG investments.2

Date: 08/21/20

Exencial on MarketWatch's MarketBrief

Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, joined MarketWatch’s MarketBrief show this week to give his analysis of the key economic indicators that could drive a market recovery, noting small-cap companies typically lead the way out. During the segment, Tim discusses the surge in the personal savings rate and how that could eventually provide room for future consumer spending. Finally, he explains what the market has already priced in as well as when we might see a full restoration of the economy. Watch Tim’s interview here.

Date: 08/14/20

Recap 2020 Market Review Webinar

Last week, Exencial’s investment team held a webinar to update clients on the markets and answer questions about how recent economic events may affect their financial plans. To kick off the market recap, Chief Investment Officer Tim Courtney explained why volatility is likely to remain elevated throughout the remainder of the year. However, he emphasized that consumer sentiment has rebounded strongly from the coronavirus pandemic, and if consumer confidence remains healthy, we are likely to see a slow recovery propelled by deferred consumption.

Date: 08/10/20

Futurology and its Impact on Value Investing

As we close out the first half of the year, it is good to reflect on the trends that are evolving and slowly becoming engrained in our society and how they might influence our investment philosophy.

Date: 07/31/20

Teleconference Preview: Mid-Year Review of the Markets

The first half of 2020 was characterized by unprecedented levels of uncertainty and market volatility as a result of the COVID-19 pandemic.

Date: 07/24/20

Contact Us


Please tell us about your current financial picture.


Contact Exencial Wealth Advisors Now!