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

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
Conrad Netting Sr. Wealth Advisor
Don Pace Sr. Wealth Advisor
Kristin Carlton 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
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
Rachel Crager Relationship Manager
Cassandra Colon Relationship Manager
Lori Stephenson Relationship Manager
Jennifer Roberts Client Services
Julie Cavanaugh Operations Branch Manager
Caleb Dillard Chief Operations Officer/Chief Compliance Officer
Pamela Wood Director of Compliance
Marshall Welke Director of Operations
Benjamin Courtney Intern - Investment Team
Nina Carr Tax Advisor

articles


MOST POPULAR ARTICLES
A Closer Look at Three Market Risks

We ended 2018 facing three primary risks: trade disagreements, uncertainty related to the Federal Reserve’s plan to raise rates and deteriorating global economic numbers.

Date: 03/27/19

Employee Spotlight: Meet Marshall Welke, Director of Operations

A strong business is only as good as its people. At Exencial, we pride ourselves in our talented and committed staff who go above and beyond every day to serve our clients. One particular employee who embodies Exencial’s commitment to excellent client service is Marshall Welke, Director of Operations.

Date: 03/22/19

Considerations for Including Rental Real Estate in Your Investment Plan

The idea of owning real estate is appealing for many investors. In this piece, we’re particularly referring to the direct ownership of residential real estate, such as single-family homes, condominiums and apartments. These are properties held for rent, so we usually do not include a personal residence in this discussion.

Date: 03/22/19

Exencial on Nightly Business Report

David Yepez, Investment Analyst/Portfolio Manager at Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to discuss stocks potentially poised for growth in 2019.

Date: 03/13/19

Maintaining Wealth

At Exencial, we have long been believers in diversification as a tool for wealth maintenance. Although wealth is often obtained by focused work, such as owning and running a business, becoming an expert in a particular field or just hard work, we like to say that wealth is maintained by diversification.

Date: 03/13/19

International Investing

From the end of 2008 to the conclusion of 2018, the U.S. markets significantly outperformed international developed markets. The S&P 5001 averaged a 13.1 percent return annualized during this period versus 6.8 percent2 for the MSCI EAFE Index3, which represents major international equity markets across developed countries in Europe, Australasia and the Far East.

Date: 03/13/19

Spending and the National Debt Should Make More Headlines than the Shutdown(s)

After lasting 35 days,1 the longest government shutdown in U.S. history at least temporarily ended on Jan. 25, 2019.2

Date: 02/15/19

REIT Dividends and Sec 199A QBI Deduction

Most of what we have heard to this point relating to the new 20 percent Sec 199A QBI deduction1 has centered on taxpayers with operating businesses. However, there is also a QBI deduction available for real estate investment trust (REIT) dividends.

Date: 02/13/19

2018 Review and 2019 Market Outlook

Exencial’s first teleconference of 2019. These webinars are part of our commitment to keeping clients updated on the key market and economic factors driving our investment decisions.

Date: 02/01/19

Making Sense of Conflicting Economic Data

There is no denying the markets have been on a volatile stretch recently. The S&P 500 bottomed out for 2018 with a Christmas Eve close of 2,351, marking over a 20 percent drop from the all-time closing high of 2,930 reached on Sept. 20, 2018.1

Date: 01/28/19

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