Exencial Wealth Advisors
Lori Stephenson is a Relationship Manager at Exencial Wealth Advisors, overseeing financial planning and providing investment guidance to clients. Previously, Lori has held roles such as Wealth Advisor and Client Services Manager at Fidelity Investments, Financial Services Representative at MetLife of the Rockies, and Financial Advisor at Edward Jones. With a background in customer service management and various roles within the financial industry, Lori brings a wealth of experience to their current role.
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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.