Exencial Wealth Advisors Exencial Wealth Advisors
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Exencial Wealth Advisors

Exencial Wealth Advisors

Evaluating AI Investments in a Booming Market

August 2, 2024
Evaluating AI Investments in a Booming Market

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A Summary of Exencial’s Quarterly Market Outlook and Discussion - Q3 2024

July 26, 2024
A Summary of Exencial’s Quarterly Market Outlook and Discussion - Q3 2024

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Examining Small-Cap Investments

July 19, 2024
Examining Small-Cap Investments

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Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor

July 12, 2024
Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor

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Elevating Client Relationships Through Fiduciary Excellence

July 12, 2024
Elevating Client Relationships Through Fiduciary Excellence

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3 Key Factors to Watch in Q3 2024

July 12, 2024
3 Key Factors to Watch in Q3 2024

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Happy Independence Day!

July 5, 2024
Happy Independence Day!

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Is the Inverted Yield Curve Still a Recession Signal?

June 28, 2024
Is the Inverted Yield Curve Still a Recession Signal?

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Navigate Timing Risk with Diversification and Withdrawal Planning

June 21, 2024
Navigate Timing Risk with Diversification and Withdrawal Planning

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The Interest Rate Scenario

June 14, 2024
The Interest Rate Scenario

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Why We Do Not Advise Crypto or Bitcoin Exposure

June 13, 2024
Why We Do Not Advise Crypto or Bitcoin Exposure

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Elections and Policy Changes Typically have Little Effect on Near-Term Markets

June 7, 2024
Elections and Policy Changes Typically have Little Effect on Near-Term Markets

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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.