John Burns is the CEO of Exencial Wealth Advisors, a leading provider of fee-only, objective investment management and financial planning services to individuals, families, corporate executives and business owners all over the country. The firm also serves as a fiduciary for institutional-level clients and corporate and municipal retirement plans.
Exencial, which employs more than 50 individuals and manages approximately $1.8 billion in total assets, is one of the fastest-growing firms in the United States (as named by Financial Advisor Magazine) and has been listed as one of the country’s top independent RIA firms by the Financial Times. Exencial currently has offices in Oklahoma City, Old Lyme, CT, San Antonio and Frisco, Texas.
The firm and its experts are regularly called upon for speaking engagements, including panels at major industry conferences hosted by national organizations.
Additionally, John and his colleagues are frequently in the news, having been featured on CNBC and Fox Business, as well as quoted in national publications such as The Wall Street Journal, U.S. News & World Report, CNNMoney and Bloomberg.
John himself has 30 years of industry experience. One of his initiatives at Exencial has been to attract, retain and mold the next generation of talent to ensure clients will receive a consistent, high level of service for years to come.
In addition to his role leading Exencial, he is a founding member of aRIA, the alliance for RIAs, a boutique industry association of six elite RIA firms offering insight for advisors to enhance their firms’ enterprise value.
He earned a Bachelor of Science in Business Administration from the University of Oklahoma in 1986. He attained the Certified Financial Planner™ (CFP®) designation in 1992 and serves as a member of the Financial Planning Association on a local and national level.
John and his wife, Melanie, live in Oklahoma City. They have three children: Mitchell, who attends Boston College; Jake, who lives in Dallas and works in commercial real estate; and Murphy, who lives in Dallas and works for the Mavericks.
CFP - The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP® Certification Examination, a six-hour multiple choice exam divided into two separate sessions. In order to maintain the certification, CFP® designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.
Estate Planning Team