Exencial Wealth Advisors


Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recomme... Read more


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Tim Courtney
Chief Investment Officer
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Amy Sewell
Senior Tax Manager
Spencer Noble
Trading Team Manager
Benjamin Courtney
Investment Associate
Michael Conerly
Senior Portfolio Manager
Randy Farina
Senior Portfolio Manager
Caleb Dillard
Chief Operations Officer | Chief Compliance Officer
Kristin Carlton
Partner - Senior Wealth Advisor