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
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

Weighing the Impact of the Federal Reserve

This year, we’ve experienced the fastest bull-to-bear market 1 as well as the best 50-day performance on record.2 This has left many investors scratching their heads. Are price moves being influenced by fundamentals, or are there other factors at play?

Date: 07/17/20

3 Market Trends to Track in the Third Quarter

The U.S. entered a recession in late February, ending the longest economic expansion on record.1 As a result of the COVID-19 pandemic, second-quarter gross domestic product (GDP) will likely be the worst quarterly rating since the Great Depression.2

Date: 07/08/20

Happy Fourth of July!

As unpredictable as this year has been, it’s important to take a moment to celebrate together. We are truly grateful for the continued support of our valued clients and business partners and wish you and your families a fun, relaxing and, above all, safe Independence Day.

Date: 07/02/20

Employee Spotlight: Meet Jason Niebauer, Web Developer

At Exencial, we like to take time to celebrate the unique backgrounds, experiences and accomplishments of our team members. For this quarter’s employee spotlight, we are featuring Jason Niebauer, a web developer in our Frisco office.

Date: 06/29/20

Evaluating International Exposure

International markets have continued to lag behind the U.S.1 The last calendar year in which international equities outperformed U.S. equities was 20172 and that happens to be about when the trade disputes – which started in early 2018 – began in earnest.3

Date: 06/26/20

Job Losses in the Air - How to Be Prepared

Many people have either lost their jobs due to the coronavirus pandemic or are at risk of losing them. Although restrictions put into place to flatten the curve have loosened, the economic impact and uncertainty created by the pandemic is still being felt by Americans across the country.

Date: 06/24/20

Low Interest Rate Impact on Investors

Last week, the Federal Reserve announced plans to keep interest rates near zero through 2021 and possibly 2022.1 At least in the near term, low interest rates are here to stay.

Date: 06/19/20

Earnings Strength is Key for a Healthy Market

This week, The National Bureau of Economic Research confirmed the U.S. entered a recession in late February as a result of the COVID-19 pandemic.1 At the same time, the S&P 500 almost erased all of its 2020 losses and briefly turned positive for the year amid hopes of a swift economic recovery.2

Date: 06/12/20

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