EXENCIAL WEALTH ADVISORS

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Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, institutions, entrepreneurs and their families.

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EXENCIAL WEALTH ADVISORS

Social Links:

Industry:
Advice Financial Services

Founded:
2012-01-01

Address:
Oklahoma City, Oklahoma, United States

Country:
United States

Website Url:
http://www.exencialwealth.com

Total Employee:
11+

Status:
Active

Contact:
(405)478-1971

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Current Employees Featured

tim-courtney_image

Tim Courtney
Tim Courtney Chief Investment Officer @ Exencial Wealth Advisors
Chief Investment Officer

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John Burns
John Burns Founder & Co-Chief Executive Officer @ Exencial Wealth Advisors
Founder & Co-Chief Executive Officer
2011-01-01

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David Yepez
David Yepez Investment Analyst/Portfolio Manager @ Exencial Wealth Advisors
Investment Analyst/Portfolio Manager
2014-11-01

Founder


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John Burns

Acquisitions List

Date Company Article Price
2020-04-30 Willingdon Wealth Management Willingdon Wealth Management acquired by Exencial Wealth Advisors N/A
2016-04-12 Netting & Pace, CPAs Netting & Pace, CPAs acquired by Exencial Wealth Advisors N/A

Official Site Inspections

http://www.exencialwealth.com

  • Host name: 199.60.103.6
  • IP address: 199.60.103.6
  • Location: Canada
  • Latitude: 43.6319
  • Longitude: -79.3716
  • Timezone: America/Toronto

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