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Resources

Resources

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Energy Industry Retirement Webinar

May 18, 2021
Energy Industry Retirement Webinar

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3 Market Themes to Watch in the First Quarter of 2021

January 5, 2021
3 Market Themes to Watch in the First Quarter of 2021

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Investing In a Challenging Environment

December 30, 2020
Investing In a Challenging Environment

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Putting Cash to Work

December 15, 2020
Putting Cash to Work

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Tax Planning for Potential Legislation Changes

September 29, 2020
Tax Planning for Potential Legislation Changes

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Determining if a Financial Advisor is Right for You

August 26, 2020
Determining if a Financial Advisor is Right for You

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Considerations for Including Rental Real Estate in Your Investment Plan

March 22, 2019
Considerations for Including Rental Real Estate in Your Investment Plan

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The Importance of Financial Planning

January 3, 2019
The Importance of Financial Planning

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An Overview of Exencial’s E3 Process

September 28, 2018
An Overview of Exencial’s E3 Process

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Can Your Small Business Benefit from the New Tax Law?

September 28, 2018
Can Your Small Business Benefit from the New Tax Law?

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Five Rules for Maximizing Your Social Security Benefits

June 27, 2018
Five Rules for Maximizing Your Social Security Benefits

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How Will You Fund Your Child’s College Expenses?

May 1, 2018
How Will You Fund Your Child’s College Expenses?

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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.