We are thrilled to announce that our firm has been recognized as a Top Regional Fee-Only RIA by InvestmentNews, a leading source in the financial advisory community. This honor is awarded to only 100 firms across the United States, celebrating those who have excelled in delivering outstanding service in financial services. Being selected is a testament to our steadfast dedication to providing clients with the highest level of expertise and personalized attention.
Our team at Exencial is deeply honored by this recognition. It not only highlights our dedication to a client-first mentality but also underscores our role as trusted partners in guiding individuals and families toward their financial goals. This award reaffirms our belief in the importance of building strong, lasting relationships with our clients, ensuring they receive the best possible advice tailored to their unique financial situations.
To find out more about the criteria used by InvestmentNews for this award, please visit Top Regional Fee-Only RIAs 2023 - InvestmentNews.
Exencial Wealth Advisors is an SEC registered investment adviser. Any references to the terms “registered investment adviser” or “registered,” do not imply that Exencial or any person associated with Exencial has achieved a certain level of skill or training.