Exencial Wealth Advisors Exencial Wealth Advisors
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Exencial Wealth Advisors

Exencial Wealth Advisors

Things Don’t Move in Predictable Lines

February 21, 2025
Things Don’t Move in Predictable Lines

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Legacy Planning Demystified: Understanding Its Purpose And Process

February 19, 2025
Legacy Planning Demystified: Understanding Its Purpose And Process

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Why Waiting to Invest Is a Costly Mistake

February 14, 2025
Why Waiting to Invest Is a Costly Mistake

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Putting the Odds in Your Favor

February 7, 2025
Putting the Odds in Your Favor

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Is the January Effect Still Worth Paying Attention To?

January 31, 2025
Is the January Effect Still Worth Paying Attention To?

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Is it Investing or Gambling?

January 24, 2025
Is it Investing or Gambling?

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Momentum Led the Way in 2024 – But at What Risk

January 17, 2025
Momentum Led the Way in 2024 – But at What Risk

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Preparing for the Sunset Provisions in the TCJA

January 10, 2025
Preparing for the Sunset Provisions in the TCJA

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Entering 2025 with Key Themes in Focus

January 10, 2025
Entering 2025 with Key Themes in Focus

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Employee Spotlight: Andrea Elliott, Executive Assistant

January 10, 2025
Employee Spotlight: Andrea Elliott, Executive Assistant

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The Wisdom and Madness of Crowds, and of Financial Markets

January 3, 2025
The Wisdom and Madness of Crowds, and of Financial Markets

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Happy New Year 2025!

December 27, 2024
Happy New Year 2025!

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

Dallas
8080 N Central Expy
Suite 1085
Dallas, TX 75206
(972) 985-7162

Plano
5601 Granite Parkway
Suite 110
Plano, TX 75024
(972) 985-7162

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

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
Suite 600
Tampa, FL 33602
(813) 723-1274

Cincinnati
201 E. Fifth Street
Suite 1900
Cincinnati, OH 45202
(203) 298-8523

Westlake Village
100 N. Westlake Blvd
Suite 203
Westlake Village, CA 91320
(805) 435-0030

GUILFORD
246 Goose Lane
Suite 201
Guilford, CT 06437
(203) 458-6800

Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.