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
The Two Tales of the Market Recovery

The past few months have brought with them surprising market lows and highs amid the COVID-19 pandemic.

Date: 05/29/20

Consumer Strength

There were 20.5 million jobs lost in April alone. Our unemployment rate, now at 14.7%, is the highest it has been since World War II.1 The data is likely even worse if you factor in the millions who have dropped out of the workforce entirely as well as those who are underemployed.

Date: 05/22/20

Market Touchpoint - April 9, 2020

Outside of jobless claims, current data on broad economic health has been scant and most companies have stopped providing earnings guidance. That has left economists to make estimates during a period that has no precedent. Over the last several weeks, gross domestic product (GDP) estimates have gradually worsened. Here are a few points we think are important to consider:

Date: 05/14/20

Market Touchpoint - March 13, 2020

This week, we officially entered into bear market territory.1 As the coronavirus continued to spread across the U.S., volatility and uncertainty spread through global markets. Because there are very few comparisons over the last 50 years for what we are now experiencing, the speed at which we reached bear market status was unprecedented. The market has now discounted earnings and valuations of nearly every company regardless of their industry or financial position.

Date: 05/14/20

Exencial on Yahoo! Finance - Market Analysis

Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, joined Yahoo! Finance’s On the Move show last week to share his market analysis ahead of the December jobs report release. Tim explained why he expects to see a positive start to the new year based on market fundamentals, strengthening consumer confidence and expected earnings growth. However, he also noted that markets should be prepared for a return to normal levels of volatility this year following a relatively quiet 2019. Tune into his segment here.

Date: 05/14/20

Market Touchpoint - Economic and Market Observations

It has been almost two months since coronavirus fears sent the stock market into bear territory.1 While we are finally beginning to receive tangible evidence regarding the pandemic’s impact on companies’ profitability, there are still many unknown effects we will be learning about in the months ahead.

Date: 05/12/20

Good News! We’re Acquiring Willingdon Wealth Management

At Exencial, our main priority is delivering superior advice and execution, which is why we are thrilled to announce the acquisition of Willingdon Wealth Management.

Date: 05/01/20

The Ripple Effect of Zero Interest Rates

This year’s contagion in financial markets has been the global spread of zero interest rates to the U.S.1 Until recently, the U.S. was one of the last large economies with meaningfully positive interest rates. However, it took us only a few months to move to near zero.

Date: 04/27/20

Digesting the Past, Looking to the Future

In the first quarter, we transitioned out of a market that was largely quiet with small daily gains to one that is now characterized by volatility and uncertainty.1

Date: 04/02/20

Investing in Artificial Intelligence

In considering investment opportunities, we should not overlook companies that are capitalizing on the rapid advancements being made in artificial intelligence (AI). AI is the process of programming machines to mirror human intelligence, using skills such as learning and problem solving to complete tasks.1

Date: 04/02/20

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