We are proud to announce that Exencial Wealth Advisors has been recognized as one of Barron’s Top 100 Registered Investment Advisory (RIA) firms for 2024. The Barron’s ranking evaluates firms based on a range of criteria, including assets managed, the quality of the practice, technology investment, staff diversity, and succession planning, among others.
This recognition is a testament to our commitment to providing exceptional financial guidance and innovative solutions for our clients. We are deeply grateful to our clients, team members, and community partners whose trust and support continue to drive our mission forward.
At Exencial, we remain dedicated to enhancing our offerings, embracing the latest technology, and cultivating a diverse and talented team to best serve our clients’ evolving needs. As we look to the future, we aim to impact even more lives, with a goal of serving 10,000 families by 2030.
We thank all our clients for being an integral part of our journey and look forward to many more years of partnership and success.
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.
PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RETURNS. Exencial Wealth Advisors, LLC (“EWA”) is an investment adviser registered with the Securities & Exchange Commission (SEC). However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. EWA may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Complete information about our services and fees is contained in our Form ADV Part 2A (Disclosure Brochure), a copy of which can be obtained at www.adviserinfo.sec.gov or by calling us at 888-478-1971.