BUILT IN OKLAHOMA. SERVING FAMILIES, BUSINESS OWNERS, AND NEIGHBORS FOR OVER 20 YEARS.

Oklahoma values have shaped Exencial from the very beginning — values like hard work, trust, and putting people first. As our founding office and headquarters, our OKC team plays a key role in leading the firm while continuing to serve generations of local clients.

Whether you’re planning for retirement, building a business, managing a windfall, or making decisions for your family’s future, we’re here to help you navigate the journey.

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 WEALTH MANAGEMENT, ALL IN ONE PLACE

Our OKC team works across financial planning, investment management, tax strategy, and estate planning to create a coordinated approach that helps save you time and stress.

  • 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 Oklahoma City Team

We’re more than just financial professionals - we’re your neighbors, your advocates, and your long-term partners. Our OKC-based team brings a combination of experience, heart, and high standards to every relationship we build.

 

Alex Berney-1

Alex Berney, JD

Partner | Chief Operating Officer

Alex joined Exencial in 2024 and now serves as the firm's Chief Operating Officer, Chief… Read More
Alex Klingelhoeffer, CFA, CFP®

Alex Klingelhoeffer, CFA, CFP®

Wealth Advisor

Hi, I’m Alex Klingelhoeffer, an intergenerational wealth management expert here at Exencial… Read More

Local Team, NAtional SUpport

Contact Us

Hours

Monday - Friday: 8am - 5pm
Saturday - Sunday: Closed

Phone

Office: (405) 478-1971
Fax: (405) 478-1317

Address

9108 N Kelley Ave
Oklahoma City, OK 73131

We would love to hear from you.

Exencial Resources

25 July, 2025

A Summary of Exencial’s Quarterly Market Outlook and Discussion – Q3 2025

Thank you to all of those who joined us for our Q3 webinar. During the session, our team explored

18 July, 2025

Markets Reaction to Policy and War

By Tim Courtney, Chief Investment Officer

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Exencial Wealth Advisors | Oklahoma

9108 N Kelley Ave, Oklahoma City, OK 73131 | (405) 478-1971