2003In 2003, Burns Wealth Management, the precursor to Exencial Wealth Advisors, was founded with $50 million in assets under management (AUM) by John F. Burns.
2006In 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.
2011In 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.
2013In 2013, Exencial expanded its capabilities to individual security management that included an investment strategy that is environmental, social, and corporate governance focused (ESG) with the acquisition of Investors Asset Management in Plano, Texas.
This brought total AUM to $900 million.
2016In 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.
2019In 2019, CEO John Burns named new partners to expand ownership internally to nine employees.
2020In 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.
In 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.
OUR CORE VALUES
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.
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.
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
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.