about
our clients
services
resources
log in
Resources
March 17, 2023
Inflation Is Decreasing but May Settle Higher Than the Market Expects
Read More
March 10, 2023
March 2023 Monthly Conference Call
Read More
March 8, 2023
Good as Gold? A look at the Precious Metal as an Asset
Read More
February 28, 2023
Is Housing a Bubble that has to Burst?
Read More
February 22, 2023
Good News as Bad News, Bad News as Good News
Read More
February 16, 2023
Technology Sector Layoffs: Is the Economy Rebalancing?
Read More
February 6, 2023
Bonds are Back in the Game
Read More
January 30, 2023
A Recap of Our Q1 2023 Market Review and Outlook Webinar
Read More
January 20, 2023
The Reversal of ‘TINA’: Why Equities Are No Longer the Only Game in Town
Read More
January 13, 2023
First Quarter Factors Driving Markets
Read More
New Legislation Could Change How You Save For Retirement
Read More
Employee Spotlight: Meet Julia Ellingwood, Lead Tax Senior
Read More
LOAD MORE
subscribe for updates on new resources
SUBSCRIBE
Form CRS
Website Disclosure
Privacy Notice
Disclosure Brochure
Oklahoma City
9108 N Kelley
Oklahoma City, OK 73131
(405) 478-1971
Dallas
1845 Woodall Rodgers Fwy., Ste. 1050
Dallas, TX 75201
(972) 985-7162
Plano
3930 Dallas Parkway, Suite 450
Plano, TX 75093
(972) 985-7162
Austin
8701 FM2244
Austin, TX 78746
(972) 985-7162
San Antonio
7373 Broadway, Suite 400
San Antonio, TX 78209
(210) 738-3888
Newtown
41 University Drive, Suite 400
Newtown, PA 18940
(203) 298-8523
Old Lyme
83 Halls Road, Suite 205
Old Lyme, CT 06371
(860) 434-5999
Stamford
1266 East Main Street, Suite 700R
Stamford, CT 06902
(203) 298-8523
Charlotte
13801 Reese Boulevard, Suite 155
Huntersville, NC 28078
(704) 766-0574
Tampa
100 S. Ashley Drive, Ste. 600
Tampa, FL 33602
(813) 723-1274
Cincinnati
201 E. Fifth Street Ste. 1900
Cincinnati, OH 45202
(203) 298-8523
Westlake Village
100 N. Westlake Blvd. Ste 203
Westlake Village, CA 91320
(805) 435-0030
Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.
Client Portal
e
Money Login
Fidelity Rep Access
First United Partner Portal
Employee
Employee Resource Hub
about
our clients
services
resources
Client Portal
eMoney Login
Fidelity Rep Access
First United Partner Portal
Employee
Employee Resource Hub
