Exencial is a national Registered Investment Advisor that began in 2003 with a foundation of superior advice and execution. Since our genesis, we have constructed a team of CPAs, CFAs, CFP®s, and CIMA®s to execute across the many disciplines of wealth management. These disciplines include tax preparation, individual investment management, financial planning, estate plan construction, risk management, and philanthropy.
Our clients have access to the Portfolio Management Team whose members oversee our investment management strategies that include individual stocks, individual bonds, options, ETFs and mutual funds.
E3, shorthand for “Evaluate, Execute, Evolve”, is more than a continuous improvement process — it is a guiding principle for our firm. We evaluate each client’s specific situation and goals, execute a plan that is designed to achieve a steady flow of information between our investment, tax and estate planning teams, and evolve our approach as needed to drive success.
Our team is full of dedicated financial professionals who are passionate about helping our clients formulate a plan that achieves both their financial and personal goals. Despite our locations around the country, our teams communicate constantly and a driving principle of our firm is that success is built through commitment, integrity and teamwork. No one at Exencial takes that lightly.
Meet our employees, explore our team structures, and discover the people that make Exencial unique.