Exencial Wealth Advisors
Caleb Dillard, CFA, currently serves as the Chief Operations Officer and Chief Compliance Officer at Exencial Wealth Advisors. With experience in trading, investment portfolio analysis, and wealth advising, Caleb has a strong background in finance and holds a Bachelor's Degree in Business Administration with a concentration in Finance from East Central University. Caleb also obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute.
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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 recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.