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 Chief Compliance Officer | Director of Operations
Benjamin Courtney Intern - Investment Team
Nina Carr Tax Advisor

articles


MOST POPULAR ARTICLES
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

Perspectives on the Energy Markets: Keep an Eye on Electric Vehicle Adoption

A decade ago, one of the greatest concerns of the energy market was whether producers could extract enough oil out of the ground to meet growing global demand. This led Goldman Sachs analysts to famously predict $200 per barrel oil within five to 10 years.1 Today, however, the greatest challenge energy markets face is gauging how innovation and disruptive technologies will affect demand for oil.

Date: 09/30/19

3 Trends to Watch in the Fourth Quarter

We began this year with the market expecting a recession because of three primary concerns: uncertainty surrounding the Federal Reserve’s interest rate decision, escalating U.S.-China trade tensions and deteriorating global growth.

Date: 09/30/19

Employee Spotlight: Meet Lori Stephenson, Relationship Manager

In this quarter’s employee spotlight, we’d like to highlight the unique role and background of Lori Stephenson, Relationship Manager at Exencial.

Date: 09/23/19

The Impact of a Strong Dollar

Over the last five years, the U.S. dollar has moved higher as a result of various monetary policies and positive U.S. economic growth. 1 The U.S. Dollar Index has risen 10 percent since the trade war began in January 2018 and about 25 percent since mid-2014. 2

Date: 09/23/19

The Benefits of Asset Allocation

At Exencial, we believe all aspects of an investor’s financial life are interconnected and should be integrated into a cohesive strategy.

Date: 09/09/19

The Impact of Low Interest Rates on Investors

In late July, the Federal Reserve announced an interest rate cut of 25 basis points,1 which came as no surprise to most investors as it had been widely forecasted and even encouraged for weeks.

Date: 09/03/19

Why Investors Shouldn’t Time the Market

In the face of this instability, it is only natural for investors to want to exit their positions. However, while this strategy is tempting, there is reason to believe it’s better for investors to weather the storm.

Date: 08/26/19

Exencial on Nightly Business Report - August 9, 2019

David Yepez, Investment Analyst/Portfolio Manager at Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to discuss areas of opportunity in the equity market.

Date: 08/19/19

Exencial on Yahoo! Finance 8-9-2019

Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, joined Yahoo! Finance’s YFi AM program this week to share his outlook on the markets amid escalating trade tensions with China.

Date: 08/09/19

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