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November 17, 2023
Exencial Ranked in Barron’s 2023 Top 100 RIAs
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October 5, 2023
Employee Spotlight: Meet Michael McGlashen
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September 28, 2023
Happy Labor Day!
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July 14, 2023
Employee Spotlight: Meet Diane Di Marco, Executive Assistant of Business Development
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April 14, 2023
Employee Spotlight: Meet Jeff Baty, Director of Wealth Management and Senior Wealth Consultant
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January 13, 2023
Employee Spotlight: Meet Julia Ellingwood, Lead Tax Senior
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November 12, 2022
Happy Veterans Day!
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July 7, 2022
Employee Spotlight: Meet Jared Snider, Partner and Senior Wealth Advisor
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July 1, 2022
Independence Day Greetings from Exencial Wealth Advisors
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March 21, 2022
Employee Spotlight: Meet Jeff Hibbeler, Director of Portfolio Management
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September 20, 2021
Employee Spotlight: Meet Ada Cartright, Tax Director
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September 3, 2021
Happy Labor Day Weekend!
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