Exencial Wealth Advisors
Michael R. McGlashen, J.D., CEPA is the Westlake Village Office Manager and BDO for the West Coast Territory at Exencial Wealth Advisors, where Michael R. merged Bucks County Financial Planning Group into the company. Michael R. is also the President/Bailli at Chaine des Rôtisseurs Westlake Village. With a background in law and communication, Michael is a skilled Fee-Only Financial Planner.
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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.