About | Exencial Wealth Advisors

OUR HISTORY

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, CFA Charterholders, 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.

2003

2006

2011

2013

2016

2019

2020

2023

2003

In 2003, Burns Wealth Management, the precursor to Exencial Wealth Advisors, was founded with $50 million in assets under management (AUM) by John F. Burns.

2006

In 2006, Thomas P. McGuigan, CFP joined forces with Exencial and formed our Connecticut office. Since joining, Tom has invested in his team to bring high touch wealth management services to every client, regardless of size.

The combined firm had offices in Oklahoma City and Connecticut.

2011

In 2011, Burns Wealth Management had grown to $250 million in AUM and joined forces with Jerry Georgopoulos who founded Executive Financial Group. This brought in tax services expertise as well as executive counseling services.

The combined firm managed $500 million in AUM and was renamed to Exencial Wealth Advisors and had offices in Oklahoma City, Oklahoma; Old Lyme, Connecticut; and Dallas, Texas.

2013

With the acquisition of Investors Asset Management in Plano, Texas, Exencial enhanced its investment offerings by adding an individual stock strategy focused on companies with market leadership, responsible management practices, and a track record of stable cash flows.

This brought total AUM to $900 million.

2016

In 2016, Exencial expanded our tax team and advisory team by acquiring Netting & Pace, CPAs in San Antonio, Texas.

This brought total AUM up $1.6 billion and added a new location in San Antonio.

2019

In 2019, CEO John Burns named new partners to expand ownership internally to nine employees.

2020

In 2020, Exencial’s individual security management capabilities were expanded even further with the acquisition of Willingdon Wealth Management.

This brought our AUM up to $3.2 billion and added new locations in North Carolina, Ohio, Connecticut, and California. This also added 8 new partners to Exencial.

2023

Shoreline Financial Advisors

In February 2023, Exencial broadened its Connecticut presence with the acquisition of Shoreline Financial Advisors. This transitioned $220 million in assets to Exencial’s RIA and introduced Brendan and Patrick Smith as Partners and Senior Wealth Advisors to the team.

Weinheimer Wealth Management

In December 2023, Exencial expanded its Texas presence with the acquisition of Weinheimer Wealth Management located in Austin. This brought in a team of nine seasoned professionals with $500 million in AUM while expanding our service offerings.

OUR CORE VALUES

EXCELLENCE

Every day we are getting better at getting better. We hold ourselves and our colleagues to high standards. We own not only our successes but also our failures, and seek to improve on them.

DO WHAT YOU SAY

If a commitment is made, a commitment is kept. We take responsibility for these commitments to our clients and our colleagues. Our belief is that trust takes a lifetime to earn, and a second to lose. We earn that trust each day we open our doors.

COLLABORATE

We believe in team before self, and that great ideas can come from anyone. We believe in listening to understand, not respond. Together, we go far and accomplish great things.

DO THE RIGHT THING

Why? Because it is the right thing to do. Broken trust can never be won back.

SERVICE MINDED

We are passionate about improving the lives of our clients and those important to them. We will go the extra mile to deliver service and support that stands out above the rest.

the e3 Philosophy

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.

EXPLORE

$ 5.5 *

BILLION AUM

110

EMPLOYEES

3221

CLIENTS

13

OFFICES

*as of 09/30/2024

OUR CULTURE

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.