Your Best Interest Comes First - Always

In a city known for its culture, resilience, and connection to community, you deserve financial advice that’s grounded in trust. At Exencial, our fiduciary duty means more than guidance — it’s a promise to put your priorities first.

Our San Antonio advisors hold designations such as CFP® and CPA, combining deep technical knowledge with real-world perspective. Whether you’re preparing for retirement, managing a business, or building a lasting legacy, we’re here to support you with personalized, values-driven advice.

OUR COMMITMENT TO YOU

At Exencial Wealth Advisors, we help you make financial decisions with clarity and confidence. Backed by a committed team and a thoughtful process, our San Antonio office is here to serve with purpose - and deliver with integrity.

What you can expect from us:

 

  • Tailored financial strategies rooted in your goals
  • Long-term relationships built on trust and transparency

 

  • Reliable, ongoing communication
  • Follow-through that inspires confidence
  • A client experience defined by care and consistency

Meet Our San Antonio Team

Our San Antonio professionals are more than advisors — they’re collaborative partners who care deeply about helping clients thrive. Whether you’re facing a major transition or planning for the next generation, we’re here to guide you with empathy, precision, and local expertise.

Ada Cartright

Ada Cartright, CPA, PFS

Tax Director

Ada M. Cartright, CPA/PFS joined Exencial Wealth Advisors in April 2016. She and… Read More
Ashtin-Bell

Ashtin Bell

Tax Senior

Ashtin Bell joined Exencial in June of 2021 as part of the tax team. She began her… Read More
Cheryl Belk

Cheryl Belk

Controller | HR Management

Cheryl Belk joined Exencial Wealth Advisors in April 2016. She has spent many… Read More
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Chris Meeks, CPA

Senior Tax Manager

Chris Meeks, CPA joined Exencial Wealth Advisors in September of 2021. Prior to… Read More
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Deborah Domsalla, CPA

Taxc Senior | CPA

Delia Garcia-1

Delia Garcia

Tax Administrator

Delia Garcia joined Exencial Wealth Advisors in April 2016 after working with… Read More
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Dustin Schuetz, EA

Lead Tax Senior

Dustin Schuetz is proud to be with Exencial Wealth Advisors and joined the team in… Read More
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Grant Griffin

Office Manager

Julia Ellingwood

Julia Ellingwood, CPA/PFS

Lead Tax Senior

Julia A. Ellingwood, CPA joined Exencial Wealth Advisors in April 2016, having… Read More
Kehoness-James

Kehoness James, EA

Tax Associate

Kehoness James joined Exencial in January 2019. He works with the tax team to… Read More
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Kelley Stevens

Tax Administrator

Kristin Carlton

Kristin Carlton, CFP®

Partner | Senior Wealth Advisor

Kristin Carlton, CFP® joined Exencial Wealth Advisors in April 2016 and works in… Read More
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Landen Gill

Tax Associate

Landen Gill is a dedicated and driven professional pursuing a Master’s in… Read More
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Norma Nieto

Tax Administrator

Norma Jean Nieto recently joined the team as a Tax Administrator. She has Business… Read More
Taylor Gill

Taylor Gill

Relationship Manager

Taylor joined Exencial Wealth Advisors in 2019 as a Relationship Manager in our… Read More

Contact Us

Hours

Monday - Friday: 8am - 5pm
Saturday - Sunday: Closed

Phone

Office: (210) 738-3888
Fax: (210) 738-1010

We would love to hear from you.

Exencial Resources

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Our San Antonio Office

7373 Broadway, Suite 400, San Antonio, TX 78209 | (210) 738-3888