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
Coronavirus and the Markets

We entered 2020 with U.S. stocks trading at healthy valuations. Prices were justified, though not cheap1, so there wasn’t a lot of room for markets to absorb unexpected bad news.

Date: 02/14/20

The Quiet Market

The market has been unusually quiet. In fact, up until Jan. 27, it hadn’t moved 1% or more since mid-October, marking the sixth-longest quiet streak in the last 50 years.1 Since Jan. 27, we have had four more days of greater than + or- 1% moves.

Date: 02/07/20

Semi - Annual Client Call

Semi - Annual Client Call to review 2019 and to go over 2020.

Date: 01/29/20

Tax Law Changes That Could Impact Your Finances in 2020

At the end of 2019, a couple of pieces of legislation were signed into law that will potentially affect the taxes of a large number of Americans. The Setting Every Community Up For Retirement Enhancement Act (SECURE Act)1 made major changes to IRAs and 401(k) plans, while the Further Consolidated Appropriations Act2 revived several of the so-called tax extenders that expired in 2018.

Date: 01/24/20

3 Themes to Watch in the New Year

Many investors worried 2019 would be the year of the recession. However, it was very much the opposite with the S&P 500 returning 31.3%.1

Date: 01/09/20

5 Ways to Organize Your Finances in the New Year

Kristin Carlton In this piece, we outline five steps you can take now to set yourself up for financial success this year and in the years to come. Check out Kirstin's article here

Date: 01/07/20

Employee Spotlight: Meet David Yepez, Lead Equity Analyst and Portfolio Manager

Exencial's Lead Equity Analyst and Portfolio Manager, David Yepez, is featured in this quarter's employee spotlight. This piece offers insight into how David found his way to Exencial and how he uses his investment expertise to help clients.

Date: 01/07/20

Teleconference Preview: What to Expect from the Markets in 2020

2019 was a solid year for the markets, with most primary asset classes generating positive returns. Broad market equities were up between 18 to 36 percent, bonds were up between 4 and 14 percent and real estate was up between 22 and 28 percent as of Dec. 31.1 Even commodities, which have had a rough five years, broadly posted gains of between 7 and 15 percent.1

Date: 01/03/20

Happy Holidays!

As 2019 comes to a close, we wanted to take a moment to express our gratitude for your trust in us. It has been a pleasure working with you and your families, and we look forward to continuing our efforts together in 2020 and beyond!

Date: 12/23/19

A Look Into ESG Funds

Over the last decade, environmental, social and governance (ESG)1 funds have become increasingly popular as more and more investors look to align their money with their personal values. Investors can now screen and select companies based on multiple factors.

Date: 12/20/19

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