Exencial Wealth Advisors
Tim Courtney is the Chief Investment Officer at Exencial Wealth Advisors since December 1997. Prior to that, Tim served as a Retirement Plan Liason at Fidelity Investments from December 1995 to December 1997. Tim graduated from Oklahoma State University in 1994 with a Bachelor of Business Administration (BBA) in Marketing/Management.
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.