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Financial Planning
April 1, 2024
Employee Spotlight: Cassandra Colon, Client Service Manager
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January 12, 2024
Employee Spotlight: Austin Winsett, Senior Wealth Advisor, CPA
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January 2, 2024
Exencial Named Top Regional Fee-Only RIA in 2023 by InvestmentNews
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January 2, 2024
Exciting Expansion: Weinheimer Wealth Management Joins Our Exencial Family
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December 29, 2023
Happy New Year!
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December 22, 2023
Season's Greetings from Exencial Wealth Advisors
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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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