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Celebrating Independence Day with Gratitude and Safety

July 2, 2020
Celebrating Independence Day with Gratitude and Safety

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Evaluating International Exposure

June 26, 2020
Evaluating International Exposure

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Low Interest Rate Impact on Investors

June 19, 2020
Low Interest Rate Impact on Investors

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Earnings Strength is Key for a Healthy Market

June 12, 2020
Earnings Strength is Key for a Healthy Market

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It’s Official. Welcome, Willingdon Wealth Management!

June 5, 2020
It’s Official. Welcome, Willingdon Wealth Management!

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The Two Tales of the Market Recovery

May 29, 2020
The Two Tales of the Market Recovery

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Consumer Strength

May 22, 2020
Consumer Strength

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Market Touchpoint – April 9, 2020

May 14, 2020
Market Touchpoint – April 9, 2020

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Market Touchpoint – March 13, 2020

May 14, 2020
Market Touchpoint – March 13, 2020

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Exencial on Yahoo! Finance – Market Analysis

May 14, 2020
Exencial on Yahoo! Finance – Market Analysis

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Market Touchpoint – Economic and Market Observations

May 12, 2020
Market Touchpoint – Economic and Market Observations

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Good News! We’re Acquiring Willingdon Wealth Management

May 1, 2020
Good News! We’re Acquiring Willingdon Wealth Management

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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.