We are a boutique wealth management services firm located in Austin, Texas.

For over twenty years, we have been offering financial planning strategies and investment management services to a select group of high net-worth individuals and small business owners. 

Our Process: Clear Steps. Proven Results.

Your financial journey is unique; your plan should be too. At Exencial, we aren't a one-size-fits-all planning and investment firm. You're more than just a number, and your plan should reflect your unique goals, priorities, and family circumstances. Through a clear process and ongoing guidance, we strive to help you move forward with clarity, confidence, and purpose in every decision.

  01. Understand What Matters Most

We  begin by identifying any areas of concern and your top priorities. This deep dive allows us to better understand what is most important to you, including your goals, timeline, comfort level with risk, and any immediate needs.

 

  02. Analyze and Strategize

Our team reviews your current financial picture, evaluates asset allocation, and considers the impact of taxes and expenses. We build a plan that fits both your short- and long-term objectives.

 

  03. Collaborate and Customize

We walk through your plan together, answer questions, make adjustments, and ensure you feel confident moving forward.

 

  04. Execute with Confidence 

Once the plan is finalized, we take action. Our team handles the details with clarity and efficiency, so you don't have to manage it alone. 

 

  05. Continuously Evolve

As life changes, your plan should too. We meet regularly to review progress, make updates, and adjust your strategy to help you stay on track. 

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Comprehensive Financial Planning

Our process takes a comprehensive approach to planning that incorporates your investments, insurance, legal and accounting needs. In addition, we offer our clients a variety of valuable services including:

  • Comprehensive Financial Planning
  • Legacy, Estate, and Philanthropy Planning
  •  Tax Minimization Strategies
  • Risk Management Service and Asset Protection
  • Enhanced Portfolio Management Service
  • Frequent Communication and Education
  • Exit Planning for Business Owners

Meet Our Austin Team

Our main focus is the needs of our clients. We put all of our energy into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.

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Matt Weinheimer, CFP®

Partner, Senior Wealth Advisor

Matt brings 25+ years of professional financial experience in understanding the financial… Read More
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Jasen Wallace, CFP®

Wealth Advisor

Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional who helps clients answer some… Read More
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David W Bregger, CFP®

Wealth Advisor

David brings a long-term approach to planning. As a result, many of his clients, together… Read More
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Galen Rasche

Financial Professional

After spending more than 15 years serving clients in the cybersecurity space, Galen… Read More
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Crystal Lewis

Paraplanner

Crystal is a Florida native who started her financial services career in 1999. With over 22… Read More
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Mary Savage

Relationship Manager

Mary strives to provide clients with exceptional customer service through a strong work… Read More
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David Johnson, MBA

Operations Manager - Austin, TX

David Johnson is the Operations Manager for the Austin office of Exencial Wealth Advisors,… Read More
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Stephanie LeVeck

Office Manager

Local Team, NAtional SUpport

Contact Us

Hours

Monday - Friday : 9am - 5pm
Saturday - Sunday : Closed

Phone

Office: (512) 372-8118
Fax: (512) 330-9462

Address

4101 Parkstone Heights Drive, Suite 210
Austin, TX 78746

We would love to hear from you.

Exencial Resources

08 August, 2025

Fed Holds Steady While the Labor Market Wobbles

By Jeffrey Hibbeler, Director of Portfolio Management & Senior Portfolio Manager

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Exencial Wealth Advisors | Austin

4101 Parkstone Heights Drive, Suite 210 Austin, TX 78746 | (512) 372-8118